AUMdb

San Diego Hebrew Homes 403 B Plan

Sponsored by San Diego Hebrew Homes · EIN 951455284 · Plan #002

Total assets
$8.8M
Net assets
$8.8M
Active participants
276
With balances
188

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $5,782
Commonwealth Financial Netwo Consulting (general), Consulting fees $0