La Frontera Center, Inc. 403(b) Plan
Sponsored by La Frontera Center, Inc. · EIN 860215009 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 1,423
- With balances
- 996
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).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | 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 | $154,740 |
| Cbiz Investment Advisory Services | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $0 |
| Cbiz Benefits & Insurance Services | Other services, Other fees | $0 |