J Becker Solutions Inc 401 K Profit Sharing Plan & Trust
Sponsored by J Becker Solutions Inc · EIN 510403281 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 106
- With balances
- 132
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Truist Advisory Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $31,492 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $3,748 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees | $0 |