AUMdb

The Jay Group, Ltd. Retirement Savings Plan

Sponsored by The Jay Group, Ltd. · EIN 561677448 · Plan #002 · Rocky Mount, NC

Total assets
$4.8M
Net assets
$4.8M
Active participants
155
With balances
192

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,122