J Brothers Investments Llc 401(k) Plan
Sponsored by J Brothers Investments Llc · EIN 823898712 · Plan #001
- Total assets
- $1.7M
- Net assets
- $1.7M
- Active participants
- 183
- With balances
- 109
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 |
|---|---|---|
| Atlas Wealth Management Llc CRD 331239 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Atlas Wealth Management | Investment advisory (plan), Investment management fees (direct) | $8,992 |
| Pcs Retirement | Claims processing, Contract administrator, Recordkeeping | $6,241 |