J.W. Pepper & Son, Inc. 401(k) Savings And Investment Plan
Sponsored by J.W. Pepper & Son, Inc. · EIN 230963171 · Plan #001
- Total assets
- $23.3M
- Net assets
- $23.3M
- Active participants
- 164
- With balances
- 193
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Research And Management Company CRD 110885 | fuzzy_auto · 97% | 2024 |
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Federated Mdta Llc CRD 109355 | deterministic · 100% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| Moreno Capital Llc CRD 332358 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant loan processing | $27,347 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Direct payment from the plan | $11,367 |
| Capital Research And Management Com | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Dimensional Fund Advisors Lp | Investment management, Investment management fees (indirect) | $0 |
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| Federated Mdta Llc | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Delaware Management Company | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| Morley Capital | Investment management, Investment management fees (indirect) | $0 |