Jewish Home Family 401(k) Plan
Sponsored by Jewish Home Family, Inc. · EIN 260493240 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 371
- With balances
- 414
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 |
|---|---|---|
| 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 | $56,253 |
| Baker Tilly Us Llp | Accounting | $15,750 |
| Empower Advisory Group, Llc | Investment management | $6,679 |