AUMdb

J.D. Power 401(k) Plan

Sponsored by J.D. Power · EIN 952572471 · Plan #001

Total assets
$240M
Net assets
$240M
Active participants
886
With balances
1,125

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $84,879
Vanguard Advisers Inc. Investment advisory (participants) $59,874
Sageview Advisory Group, Llc Consulting (general) $56,000