Jewish National Fund 403(b) Erisa Tax Sheltered Annuity Plan
Sponsored by Jewish National Fund, Inc. · EIN 131659627 · Plan #002
- Total assets
- $46.1M
- Net assets
- $46.1M
- Active participants
- 237
- With balances
- 329
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan) | $58,465 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Custodial (securities) | $49,500 |
| Commonwealth Financial Network | Investment advisory (plan) | $41,755 |