AUMdb

Jrk Residential Group, Inc. 401 K Plan

Sponsored by Jrk Residential Group, Inc. · EIN 954555209 · Plan #001

Total assets
$9.4M
Net assets
$9.4M
Active participants
697
With balances
1,082

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $27,388
Nfp Retirement Inc Investment advisory (plan) $20,000

Filing history

Plan year Assets Participants Source
01/01/2024 $9.4M 697 ack 20260605093630NAL0001327297001
01/01/2021 $5.8M 704 ack 20250620080857NAL0005537408001