AUMdb

John Boos & Co. 401(k) Plan

Sponsored by John Boos & Co. · EIN 364060778 · Plan #003

Total assets
$21.4M
Net assets
$21.4M
Active participants
320
With balances
233

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
Raymond James Recordkeeping, Trustee (institutional), Other services $36,151
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $8,261
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0