AUMdb

Juniper Communities Retirement Plan

Sponsored by Juniper Communities Llc · EIN 133458256 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
1,995
With balances
783

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $50,758
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $14,774
Adp Broker Dealer Other services, Other fees $0