Jackson Spalding, Inc. Profit Sharing 401(k) Plan
Sponsored by Jackson Spalding, Inc. · EIN 582180530 · Plan #001
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 160
- With balances
- 229
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 |
|---|---|---|
| Marietta Wealth Management, Llc CRD 281782 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Marietta Wealth Management | Investment advisory (plan) | $55,653 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $36,321 |
| Empower Advisory Group, Llc | Investment management | $5,184 |
| Erisa Services | Contract administrator | $2,275 |