Axel Johnson Inc. Retirement Plan
Sponsored by Axel Johnson Inc. · EIN 061600707 · Plan #001
- Total assets
- $78.7M
- Net assets
- $78.7M
- Active participants
- 87
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nepc | Investment management, Investment management fees (direct) | $135,144 |
| Principal | Trustee (institutional), Direct payment from the plan, Distribution (12b-1) fees | $65,001 |
| Buck Consultants | Actuarial, Direct payment from the plan | $39,484 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $25,719 |
| Wellington Trust Company | Investment management, Investment management fees (direct) | $21,837 |
| Acadian | Investment management, Investment management fees (direct) | $15,066 |
| Pillsbury Winthrop Shaw Pittman | Legal, Direct payment from the plan | $7,413 |