AUMdb

Shefa School 403(b) Plan

Sponsored by Shefa School · EIN 472048496 · Plan #002

Total assets
$8.1M
Net assets
$8.1M
Active participants
128
With balances
158

Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)

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
Employee Fiduciary Recordkeeping, Recordkeeping fees $6,136