AUMdb

Jrbt 401(k) Plan

Sponsored by Jaynes, Reitmeier, Boyd & Therrell, P.C. · EIN 742533381 · Plan #001

Total assets
$18.5M
Net assets
$18.5M
Active participants
116
With balances
172

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
Merrill Lynch Life Agency Investment advisory (participants) $41,716
John Hancock Life Insurance Co Recordkeeping, Investment management, Shareholder servicing fees $2,514