AUMdb

Jl Marine Systems, Inc. 401(k) Plan

Sponsored by Jl Marine Systems, Inc. · EIN 593548283 · Plan #001

Total assets
$7.5M
Net assets
$7.5M
Active participants
140
With balances
183

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
Kestra Advisory Services, Llc CRD 283330 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Kestra Advisory Svcs Llc Investment advisory (plan) $24,135
Empower Ann Ins Co Investment management, Recordkeeping fees $2,867
Florida Retirement Consultants Contract administrator $2,695