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Company:
Jim Wilson & Associates, LLC
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Jim Wilson & Associates, LLC Section 401k Plan
 

Jim Wilson & Associates, LLC

Plan: Jim Wilson & Associates, LLC Section 401k Plan
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Retirement Plan Description

Jim Wilson & Associates, LLC Section 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. Jim Wilson & Associates, LLC Section 401k Plan currently has over 100 active participants and over $4.5M in plan assets.

 

 Retirement Plan Details

Address 2660 Eastchase Ln
Montgomery, AL 36117-7025 
Industry Real Estate and Rental and Leasing
Administrator Carl Bartlett
Net Plan Assets $4,550,000
Total Participants 180
Avg Account Balance $25,000

  Plan Service Providers

Insurance Carrier Principal Financial Group
Insurance Advisor/Broker Chappelle Consulting Group
Insurance Advisor/Broker ProEquities, Inc.
Insurance Advisor/Broker Augustus Kirby Clements III
Administration Principal Financial Group
Auditor Aldridge, Borden & Company, Pc

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