St. George's Independent School 403(b) Retirement Plan
Sponsored by St. George's Independent School · EIN 621761850 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 203
- With balances
- 301
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co. | Recordkeeping, Participant loan processing, Participant communication | $0 |
| Raymond James & Associates, Inc. | Consulting (general), Consulting fees | $0 |