Retirement Plan Of The Jewish Federations Of North America
Sponsored by The Jewish Federations Of North America · EIN 131624240 · Plan #001 · New York, NY
- Total assets
- $20.1M
- Net assets
- $20.0M
- Active participants
- 17
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| October Three | Actuarial, Direct payment from the plan | $62,753 |
| Bdo Usa | Accounting, Direct payment from the plan | $41,047 |
| New England Pension Consultants | Investment advisory (plan), Direct payment from the plan | $24,702 |
| Pnc Bank | Custodial (securities), Trustee (institutional), Investment advisory (plan) | $11,393 |
| Philadelphia Insurance Co | Investment management, Investment management fees (direct) | $9,200 |
| Wellington | Investment management fees (direct) | $6,451 |