AUMdb

J2 Interactive, Llc 401(k) Plan

Sponsored by J2 Interactive, Llc · EIN 043568729 · Plan #001

Total assets
$41.8M
Net assets
$41.8M
Active participants
220
With balances
273

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $35,307
Commonwealth Financial Network Investment advisory (plan) $20,000
Strategic Advisors, Inc. Investment advisory (plan) $12,372