Lorain County Community Action Agency 403(b) Thrif
Sponsored by Lorain County Community Action Agency · EIN 340968029 · Plan #001 · Lorain, OH
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 301
- With balances
- 387
Plan year beginning 08/01/2024 · 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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | fuzzy_auto · 93% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 95% | 2024 |
| Calvert Research And Management CRD 285127 | deterministic · 100% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 98% | 2024 |
| T. Rowe Price (Canada) Inc. CRD 107290 | fuzzy_auto · 93% | 2024 |
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 99% | 2024 |
| Goldman Sachs & Co. Llc CRD 361 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments | Investment management | $0 |
| Vanguard | Investment management | $0 |
| Dws | Investment management | $0 |
| Invesco | Investment management | $0 |
| American Century Investments | Investment management | $0 |
| Calvert Research And Management | Investment management | $0 |
| American Funds | Investment management | $0 |
| Pimco | Investment management | $0 |
| T. Rowe Price | Investment management | $0 |
| Mfs | Investment management | $0 |
| Victory Capital Management Inc. | Investment management | $0 |
| Neuberger Berman | Investment management | $0 |
| Goldman Sachs | Investment management | $0 |
| Delaware Funds By Macquarie | Investment management | $0 |