Jeo, Inc. 401(k) Profit Sharing Plan
Sponsored by Jeo, Inc. · EIN 815000855 · Plan #001
- Total assets
- $51.2M
- Net assets
- $51.1M
- Active participants
- 358
- With balances
- 428
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 |
|---|---|---|
| Captrust Financial Advisors | Investment advisory (plan), Direct payment from the plan | $52,528 |
| Union Bank & Trust Company | Claims processing, Recordkeeping, Trustee (institutional) | $50,018 |