Janotta & Herner, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Jhi Group Inc. · EIN 340894044 · Plan #002
- Total assets
- $37.4M
- Net assets
- $37.3M
- Active participants
- 153
- With balances
- 240
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment advisory (plan) | $32,646 |
| Payne Nickles & Company | Accounting | $32,290 |
| Principal Life Insurance Co | Contract administrator, Recordkeeping | $23,947 |
| Management Planning, Inc. | Valuation | $12,580 |
| Highland Consulting Associates, Inc | Custodial (securities) | $9,043 |
| The Mgm Group Inc | Trustee (directed) | $6,750 |