Jewish Family Service 403 B Tax Deferred Annuity Plan
Sponsored by Jewish Family Service Of Tidewater, Inc. · EIN 540854002 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 96
- With balances
- 114
Plan year beginning 01/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bam Advisor Services, Llc | Investment advisory (plan), Investment management fees (direct) | $19,941 |
| Alerus Financial | Recordkeeping, Trustee (institutional), Participant loan processing | $11,173 |
| Charles W. Snader | Accounting | $6,950 |
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $100 |