Jewish Federation Of Metropolitan Detroit 403(b) Plan
Sponsored by Jewish Federation Of Metropolitan Detroit · EIN 381359214 · Plan #001
- Total assets
- $32.4M
- Net assets
- $32.4M
- Active participants
- 686
- With balances
- 428
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Stock bonus, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (participants), Investment advisory (plan) | $57,865 |
| Ascensus | Contract administrator, Participant loan processing, Recordkeeping fees | $30,404 |