The Jaeb Center For Health Research, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by The Jaeb Center For Health Research, Inc. · EIN 593187624 · Plan #001
- Total assets
- $35.8M
- Net assets
- $35.8M
- Active participants
- 173
- With balances
- 226
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Partners | Investment advisory (participants) | $49,559 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $7,102 |
| John Hancock Life Insurance Company | $0 |