AUMdb

J. W. Jones Lumber Company, Inc. Plan

Sponsored by J. W. Jones Lumber Company, Inc. · EIN 560747229 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
110
With balances
163

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Redmond Asset Management, Llc CRD 138706 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Redmond Asset Management, Llc Investment advisory (plan) $42,816