J. Calnan And Associates, Inc. 401(k) Plan
Sponsored by J. Calnan And Associates, Inc. · EIN 043330842 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 117
- With balances
- 140
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $41,136 |
| Empower Annuity Insurance Company | Recordkeeping fees | $29,035 |
| Compass | Contract administrator | $18,474 |
| Empower Advisory Group, Llc | Investment management | $17,789 |