Bank Of The James Financial Group, Inc 401(k) Profit Sharing Plan And Trust
Sponsored by Bank Of The James Financial Group, Inc. · EIN 200500300 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 162
- With balances
- 200
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $22,886 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $10,422 |