Jackson Heart Clinic, P.A. 401(k) Plan
Sponsored by Jackson Heart Clinic, P.A. · EIN 640528954 · Plan #001
- Total assets
- $42.1M
- Net assets
- $42.1M
- Active participants
- 137
- With balances
- 168
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trustmark Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $40,777 |
| Newport Group, Inc. | Plan administrator, Recordkeeping, Trustee (institutional) | $23,018 |
| Newport Trust Company | Contract administrator, Recordkeeping, Trustee (institutional) | $8,745 |