Jewish Social Service Agency 403(b) Plan
Sponsored by Jewish Social Service Agency · EIN 530196598 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 406
- With balances
- 331
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).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $67,427 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $35,220 |
| The Paragon Alliance Group Llc | Contract administrator | $7,359 |