Jerry's Building Materials, Inc. Profit Sharing 401(k) Plan
Sponsored by Jerry's Building Materials, Inc. · EIN 930612307 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 277
- With balances
- 307
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 |
|---|---|---|
| Roehl & Yi Investment Advisors, Llc CRD 109258 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $56,830 |
| Roehl & Yi Investment Advisors | Investment advisory (plan), Direct payment from the plan | $25,122 |
| Prime Pensions Northwest, Llc | Other services, Other fees | $0 |