The Jackson Clinic Professional Association Revised Profit Sharing Plan
Sponsored by Jackson Clinic Professional Association · EIN 620555660 · Plan #002
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 643
- With balances
- 823
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $94,448 |
| First Horizon Advisors Inc | Investment advisory (plan), Other fees, Consulting (pension) | $87,282 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $44 |