Jd Bank 401 K Plan
Sponsored by Jd Bank 401 K Plan · EIN 721176368 · Plan #002
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 248
- With balances
- 230
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $29,255 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $24,531 |
| Wipfli Llp | Accounting, Direct payment from the plan | $11,000 |
| Mercer Capital | Valuation | $8,250 |