Jrt Mechanical, Inc. Retirement Savings Plan
Sponsored by Jrt Mechanical, Inc. · EIN 911621477 · Plan #001
- Total assets
- $17.1M
- Net assets
- $17.1M
- Active participants
- 250
- With balances
- 236
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 |
|---|---|---|
| First Pacific Financial, Inc. CRD 284736 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Pacific Financial, Inc. | Investment advisory (plan) | $54,471 |
| Empower Annuity Insurance Company | Recordkeeping fees | $29,677 |
| Pension Plan Specialists | Contract administrator | $18,315 |
| Empower Advisory Group | Investment management | $6,159 |