AUMdb

J.R. Carlson Laboratories, Inc. 401(k) Plan

Sponsored by J.R. Carlson Laboratories, Inc. · EIN 362672870 · Plan #002

Total assets
$18.9M
Net assets
$18.9M
Active participants
145
With balances
184

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $92,081
The Pension Specialists, Ltd. Contract administrator, Other services, Direct payment from the plan $520
Lasalle St Securities L.L.C. Other services, Other commissions, Other fees $0