Instituto Del Progreso Latino 403(b) Plan
Sponsored by Instituto Del Progreso Latino · EIN 362937375 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 178
- With balances
- 167
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Centric Wealth Management, Llc CRD 133877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ktrade | Recordkeeping, Participant loan processing, Direct payment from the plan | $11,178 |
| Centric Wealth Management, Llc | Investment advisory (plan) | $11,149 |
| Retirement Solutions Advisors | Contract administrator | $965 |
| Mid Atlantic Trust Company | Custodial (other), Trustee (institutional) | $0 |