Johnson Real Estate Investors, Llc. 401(k) Plan
Sponsored by Johnson Real Estate Investors, Llc. · EIN 042540540 · Plan #002
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 540
- With balances
- 712
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $70,907 |
| Ubs Financial Services Inc | Investment advisory (plan) | $33,945 |