St. Anne Home Employees' Retirement Plan
Sponsored by St. Anne Home Of The Diocese Of Fort Wayne South Bend, Inc. · EIN 352024406 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 250
- With balances
- 202
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Advisors | Investment advisory (participants) | $24,502 |
| Kt Administrators, Llc | Recordkeeping, Consulting (pension), Participant loan processing | $24,039 |