Jellyvision Savings And Retirement Plan
Sponsored by The Jellyvision Lab, Inc. · EIN 364442819 · Plan #001
- Total assets
- $36.7M
- Net assets
- $36.7M
- Active participants
- 214
- With balances
- 403
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $49,265 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $48,931 |