AUMdb

Jcc On The Palisades 403(b) Retirement Plan

Sponsored by Kaplen Jewish Community Center On The Palisades · EIN 221487220 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
602
With balances
246

Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Profit-sharing

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
401 K Advisors Inc Recordkeeping, Consulting (pension), Direct payment from the plan $35,679
Adp, Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $18,033
Retirement Management Services Recordkeeping, Consulting (pension), Direct payment from the plan $7,400

Filing history

Plan year Assets Participants Source
09/01/2024 $10.3M 602 ack 20260413141811NAL0022681776001
09/01/2021 $7.7M 148 ack 20250317090856NAL0003419618001