St. Anne Institute 403(b) Plan
Sponsored by St. Anne Institute · EIN 141340098 · Plan #002
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 246
- With balances
- 219
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Retirement Partners, Llc CRD 297011 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc | Recordkeeping, Custodial (securities), Trustee (institutional) | $25,151 |
| Strategic Retirement Plans | Investment advisory (participants), Investment advisory (plan), Investment management | $21,875 |