AUMdb

Jacobsen/Daniels Associates 401(k) Plan

Sponsored by Jacobsen/Daniels Associates · EIN 010556836 · Plan #001

Total assets
$13.9M
Net assets
$13.9M
Active participants
200
With balances
403

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
Voya Retirement Insurance And Annui Recordkeeping fees $0
Michigan Bene Other services $0