James Perse Enterprises, Llc 401(k) Profit Sharing Plan
Sponsored by James Perse Enterprises, Llc · EIN 954498473 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 251
- With balances
- 229
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 |
|---|---|---|
| Bank Of America Na | Investment advisory (plan) | $79,022 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $60,757 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,425 |