Jumpstartmd, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Jumpstartmd, Inc. · EIN 452779601 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 97
- With balances
- 118
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 |
|---|---|---|
| Southland Equity Partners, Llc. CRD 154481 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Southland Equity Partners Llc | Investment advisory (plan) | $16,281 |
| Empower Advisory Group, Llc | Investment management | $5,974 |
| Valley Pension Services, Inc. | Contract administrator | $2,400 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |