Jsi Research & Training Institute, Inc. 401(k) Plan
Sponsored by Jsi Research & Training Institute, Inc. · EIN 042679824 · Plan #002
- Total assets
- $238M
- Net assets
- $238M
- Active participants
- 809
- With balances
- 1,249
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $96,681 |
| Morgan Stanley | Investment advisory (plan) | $90,060 |
| Caron & Bletzer, Pllc | Accounting | $15,600 |