University Of Jamestown 403(b) Dc Plan
Sponsored by University Of Jamestown Dba Jamestown College · EIN 450231180 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 418
- With balances
- 355
Plan year beginning 01/01/2024 · 401(m) arrangement, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $27,805 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $3,420 |
| Empower Advisory Group, Llc | Investment management | $339 |
| Ascensus Inc | Other fees | $0 |