Jacsten Holdings, Llc 401(k) Plan
Sponsored by Jacsten Holdings, Llc · EIN 371625296 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 231
- With balances
- 265
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $56,236 |
| Francis Investment Council | Consulting (general), Legal, Direct payment from the plan | $54,363 |
| Vrakas Cpas + Advisors | Accounting, Direct payment from the plan | $32,600 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Direct payment from the plan | $8,676 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |