Search public Form 5500 filings

13 results

Companies

planJoni And Friends 401(K) PlanFinancial statement2023 filing
Sponsor: Joni And FriendsEIN: 95-3402002Plan: 001Participants: 220Assets: $4,149,148Location: Agoura Hills, CALatest: 2023
planJoni And Friends Employee Benefit Plan2023 filing
Sponsor: Joni And FriendsEIN: 95-3402002Plan: 501Participants: 189Assets: not reported in the loaded datasetLocation: Agoura Hills, CALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Joni And Friends 401(K) Plan
Sponsor: Joni And FriendsEIN: 95-3402002Plan: 001Ack ID: 20241125151549NAL0003066499001
filing2023 Form 5500 — Joni And Friends Employee Benefit Plan
Sponsor: Joni And FriendsEIN: 95-3402002Plan: 501Ack ID: 20250203190128NAL0003833619001