Jewish Vocational Services 403(b) Plan
Sponsored by Jewish Vocational And Career Counseling Services · EIN 942213100 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 72
- With balances
- 121
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Primark Benefits | Contract administrator, Recordkeeping | $22,435 |
| Johanson & Yau | Accounting | $15,250 |
| Global Retirement Partners | Investment advisory (plan) | $14,726 |
| Charles Schwab Trust Bank | Trustee (institutional) | $5,207 |