Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto
Sponsored by Catholic Social Services Of The Diocese Of Scranton, Inc. · EIN 240818341 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 23
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Agincourt Capital Management, Llc CRD 112096 | deterministic · 100% | 2024 |
| Concord Advisory Group Ltd CRD 107291 | fuzzy_auto · 99% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Comerica Bank | Trustee (institutional) | $20,600 |
| Mmq & Associates P.C. | Accounting | $9,750 |
| Agincourt Capital Management | Investment management, Investment management fees (direct) | $9,606 |
| Concord Advisory Group | Investment advisory (plan) | $7,899 |
| Pacific Investment Management Compa | Investment management, Investment management fees (indirect) | $0 |
| Goldman Sachs Financial Square Govn | Investment management, Investment management fees (indirect) | $0 |