Jccsf 403(b) Plan
Sponsored by Jewish Community Center Of San Francisco · EIN 943227260 · Plan #003
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 205
- With balances
- 404
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $72,232 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $8,315 |