Jdrc Managed Services, Llc 401(k) Plan
Sponsored by Jdrc Managed Services, Llc · EIN 812918060 · Plan #001
- Total assets
- $31.2M
- Net assets
- $30.8M
- Active participants
- 2,769
- With balances
- 1,642
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan) | $157,830 |
| Pcs Retirement | Claims processing, Contract administrator, Recordkeeping | $83,813 |