Willson, Jones, Carter & Baxley, P.A. 401(k) Plan
Sponsored by Willson, Jones, Carter & Baxley, P.A. · EIN 753048189 · Plan #001
- Total assets
- $24.4M
- Net assets
- $24.4M
- Active participants
- 163
- With balances
- 224
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 |
|---|---|---|
| Match Grade Advisors, Llc CRD 299181 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Match Grade Advisors Llc | Investment advisory (plan), Direct payment from the plan | $57,002 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $4,620 |