Jarrett Builders, Inc 401(k) Plan
Sponsored by Jarrett Builders, Inc · EIN 621689424 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 275
- With balances
- 123
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $18,039 |
| Futureplan Fiduciary Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,533 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $10,513 |
| Kendra G Melnyk Cpa | Accounting | $6,125 |
| Rpa Financial Llc | Investment advisory (plan) | $1,051 |
| Reliance Trust Company | Custodial (securities) | $38 |
| Transamerica Trust Co | Trustee (institutional) | $21 |
| Principal Life Insurance Company | Direct payment from the plan, Contract administrator, Recordkeeping fees | $5 |
| Wilshire Advisors | Investment advisory (plan), Other investment fees and expenses | $0 |