Basic Pension Plan For Employees Of Jewish Federation Council Of Greater Los Angeles
Sponsored by Jewish Federation Council Of Greater Los Angeles · EIN 951643388 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 89
- With balances
- 70
Plan year beginning 01/01/2024 · 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Evoke Wealth, Llc CRD 300856 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Evoke Advisors | Investment advisory (plan) | $225,000 |
| Horizon Actuarial Services, Llc | Actuarial, Consulting (pension) | $182,135 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $175,000 |
| U.S. Bank Na | Trustee (institutional), Direct payment from the plan, Float revenue | $100,810 |
| Mitchell Silberberg & Knupp Llp | Legal | $30,755 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $28,000 |
| Arthur J Gallagher Ins. Brokers | Insurance services | $18,910 |