Jetblue Airways Retirement Plan
Sponsored by Jetblue Airways Corporation · EIN 870617894 · Plan #001
- Total assets
- $5.4B
- Net assets
- $5.4B
- Active participants
- 23,089
- With balances
- 26,861
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| O'hagan Group, Inc. CRD 315389 | deterministic · 100% | 2024 |
| Singer Wealth Advisors Llc CRD 317218 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Dakota Wealth, Llc CRD 297987 | deterministic · 100% | 2024 |
| Seascape Capital Management,Llc CRD 126928 | deterministic · 100% | 2024 |
| Woodley Farra Manion Portfolio Management Inc CRD 107660 | fuzzy_auto · 95% | 2024 |
| Mitchell Advisory Inc CRD 109447 | deterministic · 100% | 2024 |
| Parsons Capital Management Inc CRD 106295 | fuzzy_auto · 95% | 2024 |
| Mountain Capital Investment Advisors Inc CRD 156660 | fuzzy_auto · 97% | 2024 |
| Iht Wealth Management Llc CRD 171481 | deterministic · 100% | 2024 |
| Krilogy Financial Llc CRD 149046 | deterministic · 100% | 2024 |
| Hbw Advisory Services Llc CRD 143665 | deterministic · 100% | 2024 |
| Allgen Financial Advisors, Inc. CRD 126877 | deterministic · 100% | 2024 |
| Total Investment Management, Inc. CRD 108818 | fuzzy_auto · 98% | 2024 |
| Solitude Financial Services, Inc. CRD 150348 | deterministic · 100% | 2024 |
| Paulson Wealth Management Inc. CRD 150374 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
| Dynamic Wealth Advisors CRD 169792 | deterministic · 100% | 2024 |
| Symphony Financial, Ltd. Co. CRD 171816 | deterministic · 100% | 2024 |
| Revere Asset Management, Inc. CRD 152881 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Ameritas Advisory Services, Llc CRD 317245 | deterministic · 100% | 2024 |
| Driven Investments Llc CRD 310095 | deterministic · 100% | 2024 |
| Cornerstone Wealth Group, Llc CRD 289971 | deterministic · 100% | 2024 |
| Johnson Investment Counsel, Inc. CRD 117054 | deterministic · 100% | 2024 |
| Collins Wealth Management Llc CRD 314610 | deterministic · 100% | 2024 |
| One Day In July Llc CRD 284335 | deterministic · 100% | 2024 |
| Delta Investment Management, Llc CRD 149596 | fuzzy_auto · 98% | 2024 |
| One Wealth Map, Llc CRD 171750 | fuzzy_auto · 93% | 2024 |
| Allworth Financial, L.P. CRD 111167 | fuzzy_auto · 96% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
| Williams Jones Wealth Management, Llc CRD 301925 | fuzzy_auto · 99% | 2024 |
| Pinnacle Wealth Management Advisory Group, Llc CRD 158332 | deterministic · 100% | 2024 |
| Nottingham Advisors Inc. CRD 104928 | deterministic · 100% | 2024 |
| Knightsbridge Asset Management Llc CRD 110347 | fuzzy_auto · 96% | 2024 |
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Saint Francis Capital, Llc CRD 165376 | deterministic · 100% | 2024 |
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $1,266,296 |
| Morgan Lewis & Bockius Llp | Legal | $138,345 |
| Mercer Investment Consulting Inc | Legal, Accounting | $120,354 |
| Smith Anglin Financial Llc | Investment advisory (participants), Direct payment from the plan | $87,602 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $82,002 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $69,275 |
| O'hagan Group Inc | Investment advisory (participants), Direct payment from the plan | $49,738 |
| Singer Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $44,277 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $43,694 |
| Wellington Wealth Strategies | Investment advisory (participants), Direct payment from the plan | $33,858 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $29,896 |
| Dakota Wealth Llc | Investment advisory (participants), Direct payment from the plan | $28,202 |
| Seascape Capital Management | Investment advisory (participants), Direct payment from the plan | $27,232 |
| Woodley Farra Manion Portfolio | Investment advisory (participants), Direct payment from the plan | $25,535 |
| Mitchell Advisory Inc | Investment advisory (participants), Direct payment from the plan | $23,946 |
| Parsons Capital Mgmt Llc | Investment advisory (participants), Direct payment from the plan | $22,614 |
| Mountain Capital Investment Ad | Investment advisory (participants), Direct payment from the plan | $20,175 |
| Iht Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $18,475 |
| Krilogy Financial Llc | Investment advisory (participants), Direct payment from the plan | $18,335 |
| Hbw Advisory Services | Investment advisory (participants), Direct payment from the plan | $17,114 |
| Allgen Financial Advisors Inc | Investment advisory (participants), Direct payment from the plan | $16,236 |
| Total Investment Management In | Investment advisory (participants), Direct payment from the plan | $15,410 |
| Solitude Financial Services | Investment advisory (participants), Direct payment from the plan | $15,245 |
| Paulson Wealth Management Inc | Investment advisory (participants), Direct payment from the plan | $14,959 |
| Cerity Partners Llc | Investment advisory (participants), Direct payment from the plan | $14,158 |
| Dynamic Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $14,084 |
| Symphony Financial Ltd. Co | Investment advisory (participants), Direct payment from the plan | $13,984 |
| Revere Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $12,255 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $12,162 |
| Ameritas Advisory Services Llc | Investment advisory (participants), Direct payment from the plan | $11,050 |
| Driven Investments Llc | Investment advisory (participants), Direct payment from the plan | $10,393 |
| Cornerstone Wealth Group Llc | Investment advisory (participants), Direct payment from the plan | $9,948 |
| Johnson Investment Counsel Inc | Investment advisory (participants), Direct payment from the plan | $9,882 |
| Collins Wealth Management Inc | Investment advisory (participants), Direct payment from the plan | $9,652 |
| One Day In July Llc | Investment advisory (participants), Direct payment from the plan | $9,046 |
| Delta Investment Management Ll | Investment advisory (participants), Direct payment from the plan | $8,389 |
| Cwm Llc | Investment advisory (participants), Direct payment from the plan | $8,202 |
| One Wealth Capital | Investment advisory (participants), Direct payment from the plan | $8,013 |
| Qdro Consultants Company, Llc | Other fees, Consulting (general), Direct payment from the plan | $7,800 |
| Allworth Financial Lp | Investment advisory (participants), Direct payment from the plan | $6,897 |
| Ep Wealth Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $6,829 |
| Williams Jones Wealth Manageme | Investment advisory (participants), Direct payment from the plan | $6,810 |
| Withum Wealth Management | Investment advisory (participants), Direct payment from the plan | $6,531 |
| Nottingham Advisors Inc | Investment advisory (participants), Direct payment from the plan | $6,332 |
| Knightsbridge Asset Mgmt Llc | Investment advisory (participants), Direct payment from the plan | $6,102 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $5,664 |
| Saint Francis Capital Llc | Investment advisory (participants), Direct payment from the plan | $5,399 |
| Cedrus Llc | Investment advisory (participants), Direct payment from the plan | $5,337 |
| The Patriot Financial Group | Investment advisory (participants), Direct payment from the plan | $5,328 |