AUMdb

Jf Martin Family Corporation 401(k) Plan

Sponsored by Jf Martin Family Corporation · EIN 231597115 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
469
With balances
183

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors, Llc Investment advisory (plan) $13,816
Professional Capital Services Claims processing, Contract administrator, Recordkeeping $11,339