Seven Acres Jewish Senior Care Services Retirement Plan
Sponsored by Seven Acres Jewish Senior Care Services, Inc. · EIN 741143086 · Plan #002
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 115
- With balances
- 332
Plan year beginning 09/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Fayez Sarofim & Co., Llc CRD 106584 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fayez Sarofim & Co. | Investment advisory (plan) | $27,984 |