AUMdb

J. C. Penney Corporation, Inc. Safe Harbor 401(k) Savings Plan

Sponsored by Penney Opco, Llc · EIN 853718114 · Plan #006

Total assets
$2.2B
Net assets
$2.2B
Active participants
43,488
With balances
36,683

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
Alight Financial Advisors, Llc CRD 158744 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alight Financial Advisors, Llc Investment advisory (participants), Direct payment from the plan $1,270,000
Pershing Llc Shareholder servicing fees, Finders' fees/placement fees, Securities brokerage commissions $0