Jetty United's EIN is 81-2003470.
Download the official 2023 Form 5500 (PDF) for Jetty United from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Jetty United's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN316 | 81-0759783 | — | CONSULTANT | $28K | — |
| AMERIPRISE FINANCIAL | 41-0973005 | — | ADVISOR | $21K | — |
| BENEFITEXCEL ADVISORS | 83-2184448 | — | ADVISOR | $12K | — |
| STRATEGIC WEALTH MANAGEMENT | 83-2425992 | — | ADVISOR | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $6.9M | 98.5% | |
| [Assets held in participant loans] | Other | — | — | $95K | 1.4% |
