Jaggaer, Llc Retirement Savings Plan
Sponsored by Jaggaer, Llc · EIN 562127592 · Plan #001 · Research Triangle Park, NC
- Total assets
- $84.5M
- Net assets
- $84.5M
- Active participants
- 364
- With balances
- 527
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $86,734 |
| Raymond James & Associates Inc | Investment advisory (plan) | $32,896 |