Saint Marys School 403(b) Retirement Savings Plan
Sponsored by Saint Marys School · EIN 560532314 · Plan #002
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 94
- With balances
- 264
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment management, Investment management fees (direct) | $0 |