Forrest T. Jones & Company Inc. Employees 401(k) Plan
Sponsored by Forrest T. Jones & Company, Inc. · EIN 431451185 · Plan #002
- Total assets
- $36.0M
- Net assets
- $36.0M
- Active participants
- 331
- With balances
- 402
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 |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping | $5,370 |