Joseph Kushner Hebrew Academy 403(b) Dc Plan
Sponsored by Joseph Kushner Hebrew Academy · EIN 221520392 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 130
- With balances
- 294
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 |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $16,384 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan, Other fees | $14,317 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $11,900 |