AUMdb

Jack Entertainment Retirement Plan

Sponsored by Jack Ohio Finance Llc · EIN 452917350 · Plan #002

Total assets
$46.3M
Net assets
$46.3M
Active participants
1,410
With balances
1,670

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $121,911
Mma Securities Llc Investment advisory (plan), Direct payment from the plan $23,995
Onedigital Investment Investment advisory (plan), Direct payment from the plan $23,995
Uhy Llp Accounting, Direct payment from the plan $20,961