Catholic Charities Fort Worth 403 B Plan
Sponsored by Catholic Charities Diocese Of Fort Worth Incorporated · EIN 750808769 · Plan #003
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 393
- With balances
- 455
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Invmt Adv | Investment advisory (participants), Investment advisory (plan), Investment management | $56,261 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $3,784 |