Jt Logistics 401(k) Retirement Plan
Sponsored by Jt Logistics Solutions, Llc · EIN 465403995 · Plan #001 · Des Moines, IA
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 319
- With balances
- 235
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $47,459 |
| Principal Securities Inc | Other services, Other commissions | $0 |
| Qualified Plan Consultants | Contract administrator, Other fees, Other services | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Management | Investment advisory (plan), Consulting fees | $0 |