Jackson Partners 401(k) Plan
Sponsored by Jackson Therapy Partners Llc · EIN 204430776 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 2,906
- With balances
- 784
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 | $52,957 |
| Wbl | Accounting, Direct payment from the plan | $31,344 |
| Egps | Contract administrator, Direct payment from the plan | $22,825 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $12,289 |
| Kilpatrick | Legal, Direct payment from the plan, Other fees | $6,356 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Resources Investment Advisors, Llc | Investment advisory (participants), Consulting fees | $0 |