AUMdb

J.C. Steele & Sons,Inc Profit Sharing And Retirement Savings Plan

Sponsored by J.C. Steele And Sons, Inc. · EIN 560495324 · Plan #002

Total assets
$27.6M
Net assets
$27.6M
Active participants
126
With balances
139

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
Lincoln National Corporation Contract administrator $48,428
Nfp Retirement Inc Investment advisory (plan), Direct payment from the plan $16,372