403(b) Thrift Plan Of El Centro Del Barrio
Sponsored by El Centro Del Barrio · EIN 741787031 · Plan #001
- Total assets
- $37.5M
- Net assets
- $37.5M
- Active participants
- 765
- With balances
- 671
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Participant communication, Shareholder servicing fees | $82,103 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $155 |
| Vanguard | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Prudential Jennison | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Charles Schwab | Investment management, Shareholder servicing fees | $0 |
| State Stree Corporation | Investment management, Shareholder servicing fees | $0 |