AUMdb

Jackson Child Development Corporation Profit Sharing Plan And Trust

Sponsored by Jackson Child Development Corporation · EIN 113237992 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
75
With balances
133

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sentinel Pension Advisors Investment advisory (plan), Direct payment from the plan $23,456
Sentinel Benefits Group, Llc Recordkeeping, Direct payment from the plan $16,724
Tmi Cpa, P.C. Accounting, Direct payment from the plan $16,543
Colonial Surety Co. Other services, Direct payment from the plan $9,994