American Friends Of The Hebrew University 403(b) Dc And 403(b) Tda Plan
Sponsored by American Friends Of The Hebrew University, Inc. · EIN 131568923 · Plan #001
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 50
- With balances
- 196
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Investment advisory (plan) | $38,765 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $21,044 |