AUMdb

Phr 401(k) Plan For Hourly Employees

Sponsored by John R. Jurgensen & Associated Companies · EIN 350844079 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
283
With balances
315

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $20,257
Cerity Partners Llc Consulting (general) $8,344