Jay Henges Enterprises, Inc. Employees Profit Sharing Plan
Sponsored by Jay Henges Enterprises Inc. · EIN 430916729 · Plan #002
- Total assets
- $23.4M
- Net assets
- $23.4M
- Active participants
- 194
- With balances
- 175
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Moneta Group Llc | Investment advisory (plan) | $44,098 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $37,674 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $4 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |