Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates 401(k) Plan
Sponsored by Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates · EIN 112393206 · Plan #001
- Total assets
- $16.4M
- Net assets
- $16.3M
- Active participants
- 267
- With balances
- 173
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $43,513 |
| Capital Group Retirmt Plan Services | Recordkeeping fees | $21,078 |
| United Benefit Pensions Inc. | Contract administrator | $2,925 |