Jf Acquisition, Llc 401(k) Plan
Sponsored by Jf Acquistion, Llc · EIN 010937618 · Plan #001
- Total assets
- $67.5M
- Net assets
- $67.5M
- Active participants
- 1,410
- With balances
- 1,860
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (participants) | $182,720 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $24,419 |