AUMdb

403(b) Thrift Plan For Employees Of Youngstown Area Jewish Federation

Sponsored by Youngstown Area Jewish Federation · EIN 340714442 · Plan #002

Total assets
$6.4M
Net assets
$6.4M
Active participants
325
With balances
384

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $6,222
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $4,194