Ja Usa 401(k) Plan
Sponsored by Junior Achievement Usa · EIN 841267604 · Plan #334
- Total assets
- $43.0M
- Net assets
- $43.0M
- Active participants
- 989
- With balances
- 967
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 |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $184,664 |
| First Western Trust Bank | Investment advisory (plan) | $37,467 |
| 3(16) Fiduciary Services Corporatio | Plan administrator | $35,826 |
| Pinnacle Financial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $32,238 |