Jessup Manufactured Housing, Llc 401(k) Plan
Sponsored by Jessup Manufactured Housing, Llc · EIN 823053731 · Plan #001 · Waco, TX
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 318
- With balances
- 214
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 |
|---|---|---|
| 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 Institutioanl | Participant loan processing, Recordkeeping fees, Account maintenance fees | $42,944 |
| Admin316 | Consulting (general) | $36,590 |
| Strategic Wealth Management Group | Investment advisory (plan) | $8,706 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,104 |