Instituto Familiar De La Raza Section 403(b) Plan
Sponsored by Instituto Familiar De La Raza, Inc. · EIN 942523608 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 83
- With balances
- 196
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $28,890 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $14,341 |