St. Joseph's Collegiate Institute Defined Contribution Retirement Plan
Sponsored by St. Joseph's Collegiate Institute · EIN 160743159 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 92
- With balances
- 128
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Ins & Annunity Acssoc | $19,862 | |
| Lawley Retirement Advisors Llc | Investment advisory (plan) | $10,000 |