Jersey Shore State Bank Retirement Plan
Sponsored by Jersey Shore State Bank · EIN 240622580 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 23
- 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 |
|---|---|---|
| Amg Funds Llc CRD 153456 | deterministic · 100% | 2024 |
| Artisan Partners Limited Partnership CRD 150114 | fuzzy_auto · 99% | 2024 |
| Wilmington Funds Management Corporation CRD 105163 | fuzzy_auto · 95% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| Baillie Gifford Overseas Ltd CRD 110296 | fuzzy_auto · 98% | 2024 |
| Cullen Capital Management, Llc CRD 113128 | deterministic · 100% | 2024 |
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| American Beacon Advisors, Inc. CRD 105552 | deterministic · 100% | 2024 |
| Metropolitan West Asset Management Llc CRD 104571 | deterministic · 100% | 2024 |
| Virtus Investment Advisers, Llc CRD 106982 | deterministic · 100% | 2024 |
| New York Life Investment Management Llc CRD 109591 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wilmington Trust | Trustee (institutional), Investment advisory (plan), Direct payment from the plan | $92,158 |
| Conrad Siegel | Actuarial, Recordkeeping, Consulting (pension) | $32,089 |
| Amg Funds Llc | Investment management, Investment management fees (indirect) | $0 |
| Artisan Partners Limited Partnershi | Investment management, Investment management fees (indirect) | $0 |
| Wilmington Funds Management Corpora | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Baillie Gifford Overseas Limited | Investment management, Investment management fees (indirect) | $0 |
| Columbia Mgmt Investment Advisers, | Investment management, Investment management fees (indirect) | $0 |
| Cullen Capital Management, Llc | Investment management, Investment management fees (indirect) | $0 |
| Wcm Investment Management, Llc | Investment management, Investment management fees (indirect) | $0 |
| American Beacon Advisors Inc | Investment management, Investment management fees (indirect) | $0 |
| Metropolitan West Asset Management, | Investment management, Investment management fees (indirect) | $0 |
| Virtus Investment Advisers, Llc | Investment management, Investment management fees (indirect) | $0 |
| New York Life Investment Management | Investment management, Investment management fees (indirect) | $0 |