J. F. Allen Company 401(k) Profit Sharing Plan
Sponsored by J. F. Allen Company · EIN 550328627 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 179
- With balances
- 365
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $33,495 |
| Metro Benefits Inc | Contract administrator | $3,775 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $3,198 |