AUMdb

John Knox Village Of Florida, Inc. 401(k) Retirement Plan

Sponsored by John Knox Village Of Florida, Inc. · EIN 591800721 · Plan #002

Total assets
$5.5M
Net assets
$5.5M
Active participants
218
With balances
269

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $24,225
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0