AUMdb

Osher Marin Jcc 403(b) Plan

Sponsored by Bernard Osher Marin Jewish Community Center · EIN 680360243 · Plan #003

Total assets
$7.6M
Net assets
$7.6M
Active participants
359
With balances
123

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

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
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $4,947