AUMdb

Jewish Senior Life 401(k) Retirement Plan

Sponsored by Jewish Senior Life · EIN 223409164 · Plan #002

Total assets
$26.2M
Net assets
$26.2M
Active participants
1,039
With balances
1,114

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $103,575