Jillamy, Inc 401(k) Profit Sharing Plan
Sponsored by Jillamy, Inc · EIN 752979513 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 395
- With balances
- 391
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 |
|---|---|---|
| United Capital Financial Advisors, Llc CRD 134600 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & | Investment advisory (plan) | $44,773 |
| Ascensus Holdings Inc. | Contract administrator | $27,488 |
| Empower Annuity Insurance Co Of | Recordkeeping fees | $25,358 |
| United Capital Financial Advisors, | Investment advisory (plan) | $5,156 |