AUMdb

403(b) Thrift Plan Of T. E. R. I., Inc.

Sponsored by T. E. R. I., Inc. · EIN 953532129 · Plan #002

Total assets
$4.3M
Net assets
$4.3M
Active participants
737
With balances
482

Plan year beginning 07/01/2024 · 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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $7,344