AUMdb

Jda 401 K Plan

Sponsored by Johnson Development Associates, Inc. · EIN 570833391 · Plan #001

Total assets
$25.3M
Net assets
$25.3M
Active participants
157
With balances
184

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
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Other fees, Participant loan processing $46,662
One Digital Investment Advisors Investment advisory (plan), Direct payment from the plan $12,053