City Wide 401(k) Plan
Sponsored by Jbo Management Llc · EIN 861767458 · Plan #002
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 379
- With balances
- 218
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan), Contract administrator | $32,864 |
| Empower Annuity Insurance Co | Recordkeeping fees | $23,170 |
| Benefit Plans Plus Llc | Contract administrator | $5,325 |
| Resources Investment Advisors, Llc | Investment management | $536 |