Jewish Family And Children's Services 403(b) Plan
Sponsored by Jewish Family And Children's Services · EIN 941156528 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 677
- With balances
- 472
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Primark Benefits | Accounting, Plan administrator, Recordkeeping | $70,566 |
| Global Retirement Partners | Shareholder servicing fees, Securities brokerage commissions | $30,693 |
| Charles Schwab | Custodial (other), Trustee (directed), Investment management | $13,809 |