AUMdb

403(b) Thrift Plan The J

Sponsored by The Jewish Community Center Of Greater Kansas City · EIN 440545992 · Plan #003

Total assets
$8.7M
Net assets
$8.7M
Active participants
591
With balances
245

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
Lincoln National Corporation Contract administrator $30,672
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $632