AUMdb

Bernard Zell Anshe Emet Day School Retirement Plan

Sponsored by Bernard Zell Anshe Emet Day School · EIN 362166955 · Plan #002

Total assets
$26.7M
Net assets
$26.7M
Active participants
128
With balances
227

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $18,935