AUMdb

Jack's Companies 401(k) Plan

Sponsored by Jack's Oil Distributing, Inc. · EIN 542097393 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
121
With balances
179

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tsc 401 K Plan administrator $7,375
Cetera Investment Advisors, Llc Investment management $3,363