AUMdb

Judson Center Employees 401(k) Retirement Plan

Sponsored by Judson Center · EIN 381359084 · Plan #002

Total assets
$8.3M
Net assets
$8.3M
Active participants
345
With balances
222

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $29,687
M Holdings Securities Inc Investment advisory (plan) $19,566