AUMdb

Jetty United 401(k) Plan

Sponsored by Jetty United · EIN 812003470 · Plan #004 · Corpus Christi, TX

Total assets
$8.1M
Net assets
$8.1M
Active participants
150
With balances
120

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Strategic Wealth Management Contract administrator, Recordkeeping $104,168
Professional Capital Services, Llc Contract administrator, Direct payment from the plan $50,329