The Jemicy School Retirement Plan
Sponsored by The Jemicy School · EIN 520976194 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 160
- With balances
- 268
Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $36,197 |
| Global Retirement Partners | Investment advisory (plan) | $20,000 |
| Lincoln National Corporation | Contract administrator | $250 |