Jpi Retirement Plan
Sponsored by Jpi Employment Services, Llc · EIN 270512887 · Plan #001
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 334
- With balances
- 427
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $32,531 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $32,518 |
| Usi Advisors, Inc | Investment advisory (plan) | $10,629 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,839 |