AUMdb

St. Ann's Home For The Aged Pension Plan

Sponsored by St. Ann's Home For The Aged · EIN 160743146 · Plan #001

Total assets
$38.1M
Net assets
$38.1M
Active participants
143
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Ales29 Advisors, Inc CRD 297670 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Alesco Advisors Investment advisory (plan), Investment management fees (direct) $43,821
Wilmington Trust Trustee (institutional) $20,990