The Associated Jewish Community Federation Of Baltimore 401(k) Thrift Plan
Sponsored by The Associated Jewish Community Federation Of Baltimore · EIN 520607957 · Plan #334
- Total assets
- $63.3M
- Net assets
- $63.3M
- Active participants
- 679
- With balances
- 1,072
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Boston Partners Global Investors, Inc. CRD 124982 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $85,382 |
| Bolton Partners | Investment advisory (plan), Securities brokerage commissions | $32,912 |
| Ellin & Tucker, Charted | Accounting, Direct payment from the plan | $18,500 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |