AUMdb

Colegio Marista Money Purchase Thrift Plan

Sponsored by Colegio Marista · EIN 660263752 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
194
With balances
127

Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account

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
Transamerica Life Insurance Company Recordkeeping, Recordkeeping fees, Investment management fees (indirect) $6,600