Jet Specialty, Inc. 401(k) Retirement Plan
Sponsored by Jet Specialty, Inc. · EIN 752408914 · Plan #002
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 413
- With balances
- 252
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $29,686 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $8,370 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $667 |