AUMdb

J.C. Newman Cigar Employees Savings Plan

Sponsored by J.C. Newman Cigar Company · EIN 590884171 · Plan #002

Total assets
$23.3M
Net assets
$23.3M
Active participants
173
With balances
190

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $85,844
Edward D Jones & Co Lp Investment advisory (plan) $43,252