Saint Mary's College Defined Contribution Retirement Plan
Sponsored by St. Mary's College · EIN 350868158 · Plan #001
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 849
- With balances
- 1,266
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Planpilot, Llc | Investment management, Direct payment from the plan | $33,374 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $15,020 |