403 B Thrift Plan For Employees Of Haven For Hope Of Bexar County
Sponsored by Haven For Hope · EIN 208075412 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 300
- With balances
- 473
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $47,634 |
| Frost Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $25,648 |