AUMdb

Jewish Vocational Service, Inc. 403(b) Plan

Sponsored by Jewish Vocational Service, Inc. · EIN 042104357 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
203
With balances
261

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Marino, Stram And Associates Llc CRD 107768 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $24,679
Msa Financial Investment advisory (plan), Other fees $0