AUMdb

J.D. Heiskell Holdings, Llc 401(k) Plan

Sponsored by J.D. Heiskell Holdings, Llc · EIN 770543702 · Plan #001

Total assets
$74.5M
Net assets
$74.5M
Active participants
525
With balances
955

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
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $90,809
Newport Trust Company Trustee (individual), Trustee (institutional) $23,609