Jewish Family Service Of San Diego Flexible Contribution Retirement Plan
Sponsored by Jewish Family Service Of San Diego · EIN 951644024 · Plan #002
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 596
- With balances
- 917
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $79,382 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $47,380 |
| Akt Cpas And Business Consultants | Accounting | $10,500 |