Combined Jewish Philanthropies Of Greater Boston, Inc. 403(b) Retirement Plan
Sponsored by Combined Jewish Philanthropies Of Greater Boston, Inc. · EIN 042103559 · Plan #002
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 148
- With balances
- 269
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpw Solutions, Llc. | Contract administrator | $38,651 |
| Empower Annuity Insurance Company | Recordkeeping fees | $32,482 |
| Global Retirement Partners Llc | Investment advisory (plan) | $15,118 |