Jol Healthcare Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Jol Healthcare Inc · EIN 832921797 · Plan #001
- Total assets
- $291K
- Net assets
- $291K
- Active participants
- 142
- With balances
- 59
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services | Claims processing, Recordkeeping, Custodial (other) | $4,932 |
| Creative Planning, Inc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $277 |