John J Jerue Truck Broker, Inc. 401(k) Profit Sharing Plan
Sponsored by John J Jerue Truck Broker, Inc. · EIN 591858040 · Plan #002
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 170
- With balances
- 165
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| 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 | $81,654 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $56,142 |
| Retirement Solutions Specialists | Contract administrator | $11,948 |
| Empower Advisory Group, Llc | Investment management | $1,760 |