AUMdb

Jack Henry & Associates, Inc 401 K Retirement Savings Plan

Sponsored by Jack Henry & Associates Inc · EIN 431128385 · Plan #003

Total assets
$1.4B
Net assets
$1.4B
Active participants
7,243
With balances
8,380

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Contract administrator, Direct payment from the plan, Recordkeeping $382,520
Commonwealth Equity Services Llc Db Investment advisory (plan) $74,039