403 (B) Retirement Plan
Sponsored by National Jewish Health · EIN 742044647 · Plan #006 · Denver, CO
- Total assets
- $356M
- Net assets
- $356M
- Active participants
- 2,379
- With balances
- 3,907
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Invstmt Inst. Ops. Co. Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $105,594 |
| Syntrinsic, Llc | Investment advisory (plan) | $75,370 |
| Tiaa Teachers Insurance And Annuity | Other fees | $30,258 |
| Syntrinsic, Llc | Other fees | $22,457 |
| Variable Annuity Life Insurance Co | Investment advisory (participants), Product termination fees, Direct payment from the plan | $431 |