Jacksonville Country Day School, Inc. 403(b) Plan
Sponsored by Jacksonville Country Day School, Inc. · EIN 590905430 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 103
- With balances
- 120
Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $4,379 |
| Bates & Company, Inc. | Contract administrator, Other services, Direct payment from the plan | $1,100 |
| Equitable Financial Life Ins Co | Trustee (directed), Investment management, Participant loan processing | $0 |
| Reliastar Life Insurance Company | Recordkeeping fees | $0 |
| American Portfolios Advisors, Inc | Investment advisory (plan), Other fees | $0 |
| Osaic Wealth | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors, Llc | Investment advisory (plan), Other investment fees and expenses | $0 |