Jungle Jim's Savings Plan
Sponsored by Jungle Jim's Market, Inc. · EIN 310955124 · Plan #004
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 438
- With balances
- 233
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 9258 Wealth Management, Llc | Investment advisory (participants) | $15,412 |
| Waverly Advisors, Llc | Investment advisory (participants) | $3,310 |
| Wilshire Associates Inc. (Usa) | Investment advisory (participants) | $1,498 |