St. Anne's Retirement Community, Inc. 401(k) Plan
Sponsored by St Anne's Retirement Community, Inc · EIN 231500399 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 222
- With balances
- 178
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Paragon Alliance Group, Llc | Contract administrator | $6,382 |
| The Retirement Plan Company, Llc | Contract administrator | $4,846 |
| John Hancock Life Ins Co. Usa | Recordkeeping, Investment management, Shareholder servicing fees | $3,427 |
| Edward D Jones & Co., L.P. | Investment advisory (participants) | $0 |
| Wilshire Associates Inc (Usa) | Investment advisory (participants) | $0 |