Jts Financial Services, Llc 401(k) Profit Sharing Plan
Sponsored by Jts Financial Services, Llc · EIN 203385906 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 146
- With balances
- 3
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 |
|---|---|---|
| Meridian Management Co CRD 110216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meridian Management | Investment advisory (participants) | $28,801 |
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Float revenue | $898 |