Jewish Community Federation 403(b) Plan
Sponsored by Jewish Community Federation Of San Francisco, The Peninsula, Marin And · EIN 941156533 · Plan #002
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 102
- With balances
- 168
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Primark Benefits | Contract administrator, Recordkeeping | $54,875 |
| Global Retirement Partners | Investment advisory (plan) | $14,321 |
| Charles Schwab | Trustee (directed) | $5,699 |