AUMdb

Jhl Constructors Llc Profit Sharing Plan & Trust

Sponsored by Jhl Constructors Llc · EIN 934407100 · Plan #001

Total assets
$19.5M
Net assets
$19.5M
Active participants
248
With balances
283

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $48,286
Ubs Financial Services Inc Investment advisory (plan) $46,844
Empower Annuity Insurance Company O Recordkeeping fees $26,889