Jannus, Inc. Retirement Plan
Sponsored by Jannus, Inc. · EIN 816035382 · Plan #164
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 169
- With balances
- 169
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tumwater Wealth Management, Llc CRD 300443 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tumwater Wealth Management | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $31,855 |
| Oneamerica Retirement Services Llc | Recordkeeping, Participant communication, Direct payment from the plan | $26,429 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fin Services Div Of Broadridge | Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees | $0 |