Jewish Adoption & Foster Care Options 403(b) Retirement Plan
Sponsored by Jewish Adoption & Foster Care Optio S · EIN 200898587 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 107
- With balances
- 106
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Buckman Advisory Group Llc CRD 131688 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Buckman Advisory Group Llc | Investment management, Shareholder servicing fees | $24,243 |
| Nationwide | Investment management, Shareholder servicing fees | $14,152 |
| Nationwide | Investment management, Shareholder servicing fees | $640 |
| Nationwide | Investment management, Shareholder servicing fees | $327 |