James Alexander Corporation Retirement Plan
Sponsored by James Alexander Corporation · EIN 222063771 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 117
- With balances
- 123
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 |
|---|---|---|
| Green Ridge Wealth Planning Llc CRD 304236 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Green Ridge Wealth Planning | Investment management | $27,074 |
| The Vanguard Group, Inc. | Recordkeeping fees | $6,605 |
| Transition Finance Strategies | Plan administrator | $75 |
| Ascensus Llc | Recordkeeping fees | $0 |