Jimcor Retirement Savings Plan
Sponsored by Jimcor Agency, Inc · EIN 222778225 · Plan #002
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 165
- With balances
- 196
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Other fees | $47,489 |
| Forvis Mazars Llp | Accounting | $31,500 |
| Morningstar Investment Management | Investment advisory (participants) | $16,607 |
| Intac Actuarial Services Inc | Other fees | $6,332 |
| Voya Retirement Advisors Llc | Investment advisory (participants) | $3,175 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |
| Ascensus | Other services | $0 |