Jose Luis Mendoza Retirement Plan
Sponsored by Jlm And Co Llp · EIN 660479116 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 20
- With balances
- 23
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $7,159 |
| Empower Advisory Group Llc | Investment management | $1,808 |
| Osaic Fs Inc | Other commissions | $0 |
| Retirement Strategies Inc | Contract administrator | $0 |