AUMdb

Axel Johnson Inc. Thrift And Defined Contribution Plan

Sponsored by Axel Johnson Inc. · EIN 061600707 · Plan #002

Total assets
$195M
Net assets
$195M
Active participants
871
With balances
1,247

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024
Nepc, Llc CRD 110562 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $108,031
Vanguard Advisers Inc. Investment advisory (participants) $37,752
Nepc Llc Investment advisory (plan) $9,150