Jackson Healthcare 401(k) Savings Plan
Sponsored by Jackson Healthcare, Llc · EIN 810652936 · Plan #001
- Total assets
- $211M
- Net assets
- $206M
- Active participants
- 2,412
- With balances
- 2,826
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| 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 | $457,736 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $103,925 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan, Other fees | $81,680 |
| Egps | Contract administrator, Direct payment from the plan | $69,973 |
| Wbl Advisors | Accounting, Direct payment from the plan | $50,189 |
| Kilpatrick | Legal, Direct payment from the plan, Other fees | $39,993 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Resources Investment Advisors, Llc | Investment advisory (participants), Consulting fees | $0 |