AUMdb

Justice Family Group 401(k) Retirement Plan

Sponsored by Justice Family Group, Llc · EIN 264812818 · Plan #001

Total assets
$18.7M
Net assets
$18.7M
Active participants
639
With balances
413

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
Davenport & Company Llc CRD 1588 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $62,836
Davenport & Company Llc Consulting (general), Investment advisory (plan) $44,736