Jx Enterprises, Inc. Employee Retirement Savings Plan
Sponsored by Jx Enterprises, Inc. · EIN 391157251 · Plan #002
- Total assets
- $91.8M
- Net assets
- $91.8M
- Active participants
- 1,071
- With balances
- 1,605
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $96,850 |
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $67,983 |
| Cliftonlarsonallen Llc | Accounting, Direct payment from the plan | $17,975 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corp | Securities brokerage, Securities brokerage commissions | $0 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |