Jackson Kelly Pllc 401(k) Profit Sharing Plan
Sponsored by Jackson Kelly Pllc · EIN 550394215 · Plan #002 · Charleston, WV
- Total assets
- $147M
- Net assets
- $147M
- Active participants
- 289
- With balances
- 472
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 |
|---|---|---|
| Comperio Retirement Consulting, In | Consulting (general) | $44,000 |
| Fisher Assets Management | Consulting (general) | $33,029 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $31,397 |
| Buckingham Strategic Wealth Llc | Consulting (general) | $19,251 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$25 |