Don Jacobs Organization Retirement Plan
Sponsored by Don Jacobs Imports, Inc. · EIN 610709094 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 197
- With balances
- 226
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Digital Investment Advisors | Other fees, Investment advisory (plan), Direct payment from the plan | $46,347 |
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $42,642 |