The Caspers Company 401(k) Plan
Sponsored by Jts Enterprises Of Tampa, Limited · EIN 591682499 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 569
- With balances
- 218
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 |
|---|---|---|
| Psi Advisors, Llc CRD 285880 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $52,263 |
| Psi Advisors Llc | Investment advisory (plan) | $10,704 |
| Empower Advisory Group, Llc | Investment management | $9,417 |
| Principal Securities Inc | Other commissions | $0 |