El Proyecto Del Barrio 403(b) Plan
Sponsored by El Proyecto Del Barrio, Inc. · EIN 952662606 · Plan #001
- Total assets
- $14.4M
- Net assets
- $14.4M
- Active participants
- 489
- With balances
- 295
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc | Investment advisory (plan) | $18,770 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,949 |
| Empower Advisory Group, Llc | Investment management | $532 |