AUMdb

Jva, Inc. Profit Sharing Plan And Trust

Sponsored by Jva, Inc. · EIN 840638689 · Plan #001

Total assets
$22.8M
Net assets
$22.8M
Active participants
134
With balances
167

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

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $73,778
Empower Advisory Group, Llc Investment management $3,610
Ameriprise Financial Services, Inc Other commissions $0