Jamestown 401(k) Plan
Sponsored by Jamestown Management Corp. · EIN 581745153 · Plan #001
- Total assets
- $90.2M
- Net assets
- $90.2M
- Active participants
- 544
- With balances
- 640
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 |
|---|---|---|
| Cannon Financial Strategists, Inc. CRD 133509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cannon Financial Strategists, Inc. | Investment advisory (plan), Direct payment from the plan | $118,290 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $118,171 |