J. T. Russell And Sons, Inc. Profit Sharing Plan
Sponsored by J.T. Russell And Sons, Inc. · EIN 560858771 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 129
- With balances
- 156
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones & Co., Llp | Investment advisory (participants) | $26,305 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,350 |
| Wilshire Associates | Investment advisory (participants) | $1,232 |