Jewish Family Service 401(k) Retirement Plan
Sponsored by Jewish Family Service · EIN 910565537 · Plan #002
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 107
- With balances
- 188
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Charles Schwab Bank/Trust Company | Custodial (other), Custodial (securities), Investment management fees (indirect) | $2,739 |
| Usi Consulting Group | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,001 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |