AUMdb

Jonaco Machine Deferred Savings And Profit Sharing Plan

Sponsored by Demmer Investments Iii, Inc · EIN 273546895 · Plan #001

Total assets
$17.8M
Net assets
$17.8M
Active participants
173
With balances
164

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
Smith Schafer & Associates Ltd Accounting, Contract administrator $14,335
Empower Annuity Insurance Company O Recordkeeping fees $3,093
Advised Assets Group, Llc Investment management $765
Principal Securities Inc Other commissions $0