St. Anne's Belfield, Inc. 403(b) Retirement Plan
Sponsored by St. Anne's Belfield, Inc. · EIN 540880465 · Plan #001
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 222
- With balances
- 475
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Teachers Insurance And Annuity Asso | Contract administrator | $38,562 |
| Truist Advisory Services | Investment advisory (plan) | $34,027 |