Henry M. Jackson Foundation Defined Contribution Retirement Plan
Sponsored by The Henry M. Jackson Foundation For The Adv Of Military Medicine, Inc. · EIN 521317896 · Plan #001
- Total assets
- $616M
- Net assets
- $616M
- Active participants
- 2,718
- With balances
- 7,201
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $397,971 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $72,413 |
| Weyrich, Cronin & Sorra Llc | Accounting, Direct payment from the plan | $13,500 |