Jamboree Housing Corporation Erisa 403(b) Plan
Sponsored by Jamboree Housing Corporation · EIN 330413518 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 149
- With balances
- 124
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accelerate Investment Advisors | Investment advisory (plan), Direct payment from the plan, Float revenue | $16,552 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $7,634 |