AUMdb

St. Ann's Home, Inc. Retirement Plan

Sponsored by St. Anns Home, Inc. · EIN 042104866 · Plan #001

Total assets
$31.6M
Net assets
$31.6M
Active participants
331
With balances
439

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cambridge Investments, Llc CRD 174460 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Cambridge Investment Advisor Investment advisory (plan), Direct payment from the plan $55,529
Ascensus Other commissions, Recordkeeping, Float revenue $38,374
Map Retirement Inc Contract administrator, Direct payment from the plan $8,725