Jma Solutions, Llc 401(k) Plan
Sponsored by Jma Solutions, Llc · EIN 472815850 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 98
- With balances
- 115
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 |
|---|---|---|
| Wealthcare Advisory Partners Llc CRD 171976 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthcare Advisory Partners Llc | Investment advisory (plan) | $43,816 |
| Lincoln National Corporation | Contract administrator | $19,150 |