Jewish Federation Of Spbc, Inc. 401(k) Plan
Sponsored by Jewish Federation Of South Palm Beach County, Inc. · EIN 591945109 · Plan #001
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 892
- With balances
- 510
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Perigon Wealth Management, Llc CRD 131037 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $57,140 |
| Perigon Wealth Management, Llc | Investment advisory (plan), Direct payment from the plan | $17,500 |
| Fidelity Personal Trust Company | Custodial (securities), Direct payment from the plan | $12,172 |