Julia Dyckman Andrus Memorial, Inc. 401(k) Retirement Plan
Sponsored by Julia Dyckman Andrus Memorial · EIN 132793295 · Plan #004
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 358
- With balances
- 420
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 |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $58,495 |
| Focused Wealth Management, Inc. | Investment advisory (plan), Investment advisory (participants) | $50,680 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $2,179 |