J.B. Sullivan, Inc. Retirement Plan
Sponsored by J.B. Sullivan, Inc. · EIN 362868676 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steele Capital Management, Inc. | Trustee (directed), Investment advisory (plan), Investment management | $7,873 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $2,271 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |