Jackson Thornton & Co., P.C. 401(k) Plan
Sponsored by Jackson Thornton & Co., P.C. · EIN 631035228 · Plan #001
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 239
- With balances
- 310
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Trust Company | Trustee (institutional) | $34,796 |
| Newport Group, Inc. | Plan administrator, Recordkeeping | $27,863 |
| Buckingham Asset Management, Llc | Investment advisory (plan), Named fiduciary, Investment management fees (direct) | $15,627 |