Jax 403(b) Retirement Plan
Sponsored by The Jackson Laboratory · EIN 010211513 · Plan #003
- Total assets
- $603M
- Net assets
- $603M
- Active participants
- 2,667
- With balances
- 3,960
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Custodial (securities) | $264,596 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $197,344 |