The Jewish Federation Of Omaha 403(b) Retirement Plan
Sponsored by The Jewish Federation Of Omaha, Inc. · EIN 470384659 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 674
- With balances
- 223
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $44,263 |
| Usi Advisors Inc | Investment advisory (plan) | $25,000 |
| Admin Partners Llc | Contract administrator | $1,677 |
| Lincoln National Corporation | Contract administrator | $500 |