Catholic Charities Of Santa Clara County 401(k) Plan
Sponsored by Catholic Charities Of Santa Clara County · EIN 942762269 · Plan #003
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 612
- With balances
- 914
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $95,425 |
| Cbiz | Investment advisory (plan), Direct payment from the plan | $41,524 |