Jack Doheny Company 401(k) Plan
Sponsored by Jack Doheny Company · EIN 382026979 · Plan #004
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 155
- With balances
- 264
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $54,242 |
| Nationwide | Contract administrator, Recordkeeping | $36,760 |
| The Benefit Advantage | Contract administrator, Consulting (pension), Participant loan processing | $13,616 |
| Iron Fiduciary | Contract administrator, Recordkeeping | $7,889 |
| Nationwide Life Insurance Company | Contract administrator, Recordkeeping | $1,578 |
| Ameriprise Financial Services | Investment management fees (indirect), Investment advisory (participants), Investment advisory (plan) | $0 |