Thomas Jefferson Classical Academy 401(k) Plan
Sponsored by Thomas Jefferson Classical Academy · EIN 562123336 · Plan #002
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 155
- With balances
- 208
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $28,860 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,298 |
| Wilshire Advisors Llc | Investment advisory (participants) | $2,061 |