James M. Pleasants Company, Inc. Employees' 401(k) Plan
Sponsored by James M. Pleasants Company, Inc. · EIN 560797189 · Plan #003
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 231
- With balances
- 220
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 |
|---|---|---|
| Gordon Asset Management Llc CRD 137136 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $15,964 |
| Gordon Asset Managment Llc | Investment advisory (plan) | $6,221 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $685 |