Jackson Financial Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

420

Total plan assets

$9.1M

Filings (rows)

Direct comp

$68K

Indirect comp

SERVICES PROVIDED

Broker3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Orthopedic Institute of Newport Beach Limited Partnership NOI Profit Sharing Plan · all filings	NEWPORT BEACH, CA	Broker	149	$3.1M	$23K	$0
Innovative Health Management Partner LLC NOI Profit Sharing Plan · all filings	NEWPORT BEACH, CA	Broker	131	$3.0M	$23K	$0
Innovative Health Management Partner LLC NOI Profit Sharing Plan · all filings	NEWPORT BEACH, CA	Broker	140	$3.0M	$22K	$0