Jupiter Christian School, Inc. 401(k) Retirement Plan
Sponsored by Jupiter Christian School, Inc. · EIN 591109899 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 242
- With balances
- 131
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Fin. Life Ins. Co. | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $22,225 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,512 |
| Rpa Financial Llc | Investment advisory (plan) | $1,504 |