Jm Family Associates' Retirement Plan
Sponsored by Jm Family Automotive Llc · EIN 591390794 · Plan #002
- Total assets
- $828M
- Net assets
- $825M
- Active participants
- 4,088
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | fuzzy_auto · 95% | 2024 |
| Boston Trust Walden Inc. CRD 111266 | deterministic · 100% | 2024 |
| Sands Capital Management, Llc CRD 137610 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acadian Asset Mgmt Llc | Investment management, Investment management fees (direct) | $282,797 |
| Boston Trust Walden Company | Investment management, Investment management fees (direct) | $182,202 |
| Sands Capital Management, Llc | Investment management, Investment management fees (direct) | $152,003 |
| Jpmorgan Chase Bank, N.A. | Investment management, Investment management fees (direct) | $134,740 |
| New England Pension Consulants | Investment advisory (plan), Direct payment from the plan | $114,716 |
| Northern Trust | Trustee (institutional), Direct payment from the plan | $75,639 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $63,931 |