Jc Resorts Llc 401(k) Benefit Plan
Sponsored by Jc Resorts Llc · EIN 522205482 · Plan #002
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 1,375
- With balances
- 1,382
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $86,823 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $20,330 |
| Ling & Bouman, Llp | Accounting | $12,050 |