AUMdb

The Jf&Cs Partnership 403(b) Plan

Sponsored by Jewish Family & Childrens Service · EIN 042104356 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
268
With balances
297

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Lincoln National Corporation Contract administrator $106,394
Marsh Mclennan Agency Investment advisory (plan) $26,711
Rsm Us Llp Accounting $14,223