AUMdb

403(b) Thrift Plan Of The Catholic Charities

Sponsored by Catholic Charities & Community Svc · EIN 840686679 · Plan #003

Total assets
$22.7M
Net assets
$22.7M
Active participants
516
With balances
688

Plan year beginning 01/01/2024

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
Voya Retirement Insurance & Annuity Recordkeeping fees $65,301
Tandem Financial Other fees $0