AUMdb

403(b) Plan For Employees Of Jri

Sponsored by Justice Resource Institute, Inc. · EIN 042526357 · Plan #003

Total assets
$14.2M
Net assets
$14.2M
Active participants
85
With balances
129

Plan year beginning 01/01/2024 · Default investment account (QDIA)

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $20,821