Jm Search & Company, Inc. 401(k) Profit Sharing Plan
Sponsored by Jm Search & Company, Inc. · EIN 232793409 · Plan #002
- Total assets
- $40.7M
- Net assets
- $40.7M
- Active participants
- 194
- With balances
- 223
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 |
|---|---|---|
| Legacy Advisors, Llc CRD 139830 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legacy Advisors, Llc | Investment advisory (participants) | $40,000 |
| Pcs Retirement, Llc | Claims processing, Contract administrator, Recordkeeping | $32,939 |