AUMdb

J & B Group, Inc. 401(k) Plan And Trust

Sponsored by J & B Group Inc. · EIN 411806598 · Plan #001

Total assets
$96.0M
Net assets
$96.0M
Active participants
607
With balances
869

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$29,109