Central Jersey Family Health Consortium 403(b) Pension Plan
Sponsored by Central Jersey Family Health Consortium · EIN 223197191 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 133
- With balances
- 180
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $24,451 |
| Fisher Asset Management Llc Fisher | Investment advisory (plan) | $23,657 |
| Nfp Retirement Inc | Investment advisory (plan) | $11,263 |
| Empower Advisory Group, Llc | Investment management | $306 |