AUMdb

Jake's, Inc. Employees' Profit Sharing Plan

Sponsored by Jake's, Inc. · EIN 741936814 · Plan #002

Total assets
$12.7M
Net assets
$12.7M
Active participants
186
With balances
389

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
Lpl Financial Llc Rpcp Investment advisory (participants) $47,558
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $5,434