The Jewish Home & Hospital Retirement Plan
Sponsored by The New Jewish Home · EIN 131624033 · Plan #001
- Total assets
- $78.3M
- Net assets
- $78.3M
- Active participants
- 97
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Offit Capital Advisors Llc CRD 144474 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Clarkston Capital Partners, Llc CRD 143456 | deterministic · 100% | 2024 |
| Wilkinson Global Asset Management Llc CRD 292470 | deterministic · 100% | 2024 |
| Spyglass Capital Management, Llc CRD 281266 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Offit Capital Advisors Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $185,754 |
| Milliman | Actuarial, Direct payment from the plan | $74,634 |
| Wilmington Trust Company | Trustee (institutional), Direct payment from the plan | $62,250 |
| Onedigital Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $59,676 |
| Clarkston Capital Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $13,012 |
| Wilkinson Global Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $9,944 |
| Clifford Capital Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $8,166 |
| Spyglass Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $6,892 |