Jones Street Residential, Inc. 401(k) Plan
Sponsored by Jones Street Residential, Inc. · EIN 822365391 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 166
- With balances
- 171
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 |
|---|---|---|
| Stance Capital Llc CRD 284267 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Holdings, Inc. | Investment advisory (plan) | $9,797 |
| Stance Capital, Llc | Investment advisory (plan) | $9,505 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $8,913 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |