Jel Sert Company Incentive Savings Plan
Sponsored by Jel Sert Company · EIN 361279850 · Plan #002 · West Chicago, IL
- Total assets
- $41.9M
- Net assets
- $41.9M
- Active participants
- 245
- With balances
- 253
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $59,564 |
| Mma Securities Llc | Consulting (general) | $10,000 |
| Cassell Plan Audits, Inc. | Accounting | $8,500 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $41.9M | 245 | ack 20251010153723NAL0007958737001 |
| 01/01/2021 | $43.4M | 208 | ack 20250813103202NAL0008996737001 |