Johnson, Pope Profit Sharing Plan And Trust
Sponsored by Johnson, Pope, Bokor, Ruppel & Burns, L. L. P. · EIN 200525902 · Plan #001
- Total assets
- $71.3M
- Net assets
- $71.3M
- Active participants
- 172
- With balances
- 213
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Provise Management Group, Llc CRD 105375 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Rogan & Associates, Inc. CRD 42762 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Provise Management Group, Llc | Investment advisory (plan) | $96,391 |
| William Blair | Investment advisory (participants) | $43,510 |
| Charles Schwab | Investment advisory (participants) | $16,072 |
| Capital Group Retirement Plan Servc | Recordkeeping fees | $15,430 |
| Sabel Trust | Investment advisory (participants) | $13,962 |
| Raymond James | Investment advisory (participants) | $10,182 |
| Wells Fargo | Investment advisory (participants) | $6,007 |
| Ascensus Holdings Inc. Dba Futurepl | Contract administrator | $1,750 |
| Rogan Associates | Investment advisory (participants) | $1 |