Jayco, Inc. 401(k) Savings & Investment Plan & Trust Plan
Sponsored by Jayco, Inc. · EIN 351144978 · Plan #001 · Middlebury, IN
- Total assets
- $87.3M
- Net assets
- $87.3M
- Active participants
- 3,158
- With balances
- 1,640
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $40,762 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,153 |