Justworks Retirement Savings Plan
Sponsored by Justworks Employment Group, Llc · EIN 462283648 · Plan #333
- Total assets
- $3.9B
- Net assets
- $3.9B
- Active participants
- 147,007
- With balances
- 96,206
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 |
|---|---|---|
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $3,622,859 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $1,967,397 |
| Slavic Mutual Fund Management Corp | Investment management, Investment management fees (direct) | $1,955,215 |
| Justworkds Employment Group | Other fees | $949,206 |
| Justworks Employment Group Llc | Plan administrator | $616,528 |
| Empower Advisory Group, Llc | Investment management | $98,820 |
| Bks Financial Investments Llc | Other fees | $35,000 |
| Bks Retirement Services | Investment advisory (participants) | $35,000 |