AUMdb

Jefferson Defined Benefit Plan

Sponsored by Thomas Jefferson University · EIN 231352651 · Plan #010

Total assets
$2.1B
Net assets
$2.1B
Active participants
11,383
With balances
0

Plan year beginning 01/01/2024

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
Frank Russell Company Investment management $3,002,123
Alright Holdings Company Llc Consulting (general) $1,555,835
The Bank Of New York Mellon Custodial (securities) $622,653
Aon Consulting Inc. Actuarial $253,785
Russell Trust Company Investment management $82,429