AUMdb

403(b) Thrift Plan For Employees Of Catholic Charities, Diocese Of Oakland

Sponsored by Catholic Charities, Diocese Of · EIN 942677202 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
50
With balances
145

Plan year beginning 07/01/2024 · 401(k)

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $1,489