AUMdb

Jhcc Holdings Llc 401(k) Plan

Sponsored by Jhcc Holdings Llc · EIN 471750182 · Plan #001

Total assets
$21.5M
Net assets
$21.5M
Active participants
3,118
With balances
972

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 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 $65,954
Capfinancial Partners Llc Investment advisory (plan) $65,807
Strategic Advisors, Inc. Investment advisory (plan) $14,935