AUMdb

United Way Of San Antonio And Bexar County 403(b) Thrift Plan

Sponsored by United Way Of San Antonio And Bexar County · EIN 741272381 · Plan #003

Total assets
$13.5M
Net assets
$13.5M
Active participants
121
With balances
142

Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed

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
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $16,602