AUMdb

Jetco Delivery, Llc 401(k) Plan

Sponsored by Jetco Delivery, Llc · EIN 204272510 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
173
With balances
130

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
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $18,642
Sageview Advisory Group Llc Investment advisory (plan) $18,089