La Follette, Johnson, De Haas, Fesler & Ames 401(k) Plan
Sponsored by La Follette, Johnson, Dehaas, Fesler & Ames · EIN 953107774 · Plan #002
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 121
- With balances
- 135
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants) | $46,871 |
| John Hancock Life Insurance Company | Recordkeeping | $2,178 |