Johnson & Wales University 401(k) Retirement Savings Plan
Sponsored by Johnson & Wales University · EIN 050306206 · Plan #002
- Total assets
- $368M
- Net assets
- $368M
- Active participants
- 1,243
- With balances
- 1,907
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $139,368 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $98,373 |
| Rsm Us Llp | Accounting | $31,460 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $400 |