AUMdb

Jackson Healthcare For Women, P.A. Profit Sharing Plan

Sponsored by Jackson Healthcare For Women, P.A. · EIN 640503682 · Plan #001

Total assets
$42.2M
Net assets
$42.2M
Active participants
66
With balances
128

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
Magnolia Capital Advisors Llc CRD 298398 fuzzy_auto · 98% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Magnolia Capitol Advisors Llc Investment advisory (plan) $74,327
Empower Advisory Group Llc Investment management $85
Azalea Administration Llc Contract administrator $0
Empower Annuity Insurance Company Recordkeeping fees $0