Jb Martin Company Employees Retirement Savings Plan
Sponsored by Jb Martin Company · EIN 131940835 · Plan #003 · Batesburg Leesville, SC
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 481
- With balances
- 246
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 |
|---|---|---|
| Capitol Securities Management, Inc. CRD 14169 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capitol Securities Management Inc | Investment advisory (plan) | $7,939 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,825 |