AUMdb

Johnstone Moyer, Inc. 401(k) Plan

Sponsored by Johnstone Moyer, Inc. · EIN 412053289 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
95
With balances
129

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $25,494
Empower Annuity Insurance Company O Recordkeeping fees $21,381
Nicholas Pension Consultants, Inc. Contract administrator $18,540