Jenner & Block Profit Sharing Plan #201
Sponsored by Jenner & Block Llp · EIN 362192554 · Plan #201
- Total assets
- $625M
- Net assets
- $624M
- Active participants
- 990
- With balances
- 1,590
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $54,611 |
| Fidelity Investment Inst Ops. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $34,741 |
| Forvis Mazars | Accounting | $12,900 |
| October Three Consulting | Accounting, Direct payment from the plan | $11,193 |