Jewish Board Of Family And Children's Services 403 B Plan
Sponsored by Jewish Board Of Family & Children's Services · EIN 135564937 · Plan #001
- Total assets
- $30.9M
- Net assets
- $30.9M
- Active participants
- 1,832
- With balances
- 642
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $140,758 |
| The Jewish Board | Other services, Other fees | $0 |
| Milliman Inc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |