United Hebrew Geriatric Center Employees Retirement Plan
Sponsored by United Hebrew Geriatric Center · EIN 131663975 · Plan #002
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 145
- With balances
- 151
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $22,470 |
| Concierge Retirement Services | Contract administrator, Other services, Direct payment from the plan | $15,712 |
| Cetera Advisor Networks Llc | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |