Buddha Jones, Llc 401(k) Plan
Sponsored by Buddha Jones, Llc · EIN 201911640 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 99
- With balances
- 145
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 |
|---|---|---|
| Gerber Kawasaki, Inc. CRD 153649 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,618 |
| Gerber Kawasaki | Investment advisory (plan) | $14,759 |
| Transamerica Trust Company | Trustee (institutional) | $21 |