Joele Frank, Wilkinson Brimmer Katcher 401(k) Profit Sharing Plan
Sponsored by J. Frank Associates, Llc · EIN 134072229 · Plan #001
- Total assets
- $90.4M
- Net assets
- $90.4M
- Active participants
- 232
- With balances
- 323
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 |
|---|---|---|
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $3,520 |
| Charles Schwab Bank | Custodial (securities), Trustee (institutional), Named fiduciary | $0 |