Joint Research And Development, Llc Employees' Retirement Plan
Sponsored by Joint Research And Development, Llc · EIN 421633797 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 191
- With balances
- 248
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 |
|---|---|---|
| Cary Street Partners Investment Advisory Llc CRD 128545 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (other), Recordkeeping fees | $46,040 |
| Cary Street Partners | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $18,000 |
| Ab&D Co | Contract administrator, Recordkeeping, Consulting (pension) | $3,483 |