J.S. Held Llc 401(k) Profit Sharing Plan
Sponsored by J.S. Held Llc · EIN 473291463 · Plan #001
- Total assets
- $175M
- Net assets
- $175M
- Active participants
- 1,468
- With balances
- 1,550
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $114,505 |
| Usi Advisors Inc | Investment advisory (plan) | $75,563 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $65,135 |