AUMdb

Jewish Family And Children's Service Tax Deferred Pension Plan

Sponsored by Jewish Family And Childrens Service Of Philadelphia, Inc. · EIN 231352026 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
95
With balances
166

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
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American Trust Company Trustee (discretionary), Contract administrator, Recordkeeping $40,594
Tanker Consulting Group Investment advisory (plan), Direct payment from the plan $31,678
Variable Annuity Life Insurance Co Product termination fees, Direct payment from the plan, Recordkeeping fees $506