R. J. Young Profit Sharing Plan
Sponsored by Robert J. Young Company, Inc. · EIN 620760182 · Plan #001 · Nashville, TN
- Total assets
- $68.1M
- Net assets
- $68.1M
- Active participants
- 680
- With balances
- 813
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $128,914 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $79,238 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $33,045 |