Jaj Enterprises, Llc Profit Sharing 401(k) Plan
Sponsored by Jaj Enterprises, Llc · EIN 931210953 · Plan #002
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 110
- With balances
- 124
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Roehl & Yi Investment Advisors Llc | Investment advisory (plan) | $11,339 |
| Empower Advisory Group, Llc | Investment management | $3,760 |
| Prime Pensions Northwest Llc | Contract administrator | $3,079 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |