W.M. Jordan Company, Inc. Profit Sharing/401(k) Plan
Sponsored by W. M. Jordan Company, Inc. · EIN 540637212 · Plan #002
- Total assets
- $64.0M
- Net assets
- $64.0M
- Active participants
- 309
- With balances
- 361
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $66,504 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $29,980 |
| Wellth Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $9,993 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |