AUMdb

Jay Industries, Inc. Profit Sharing & 401(k) Plan

Sponsored by Jay Industries, Inc. · EIN 340671371 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
646
With balances
375

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $26,228
Ameriprise Financial Services Inc Investment advisory (plan) $26,228