Jcb Management Company Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Jcb Management Company Llc · EIN 481291893 · Plan #001
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 886
- With balances
- 114
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $30,098 |
| Citrin Cooperman & Company | Accounting, Direct payment from the plan | $14,773 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $13,126 |
| Mml Insurance Agency Llc | Other services, Other commissions | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |