St. Paul Academy And Summit School 403(b) Dc Plan
Sponsored by St. Paul Academy And Summit School · EIN 410943433 · Plan #001
- Total assets
- $61.4M
- Net assets
- $61.4M
- Active participants
- 457
- With balances
- 438
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Olsen Thielen & Co. Ltd | Accounting | $11,500 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $10,747 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $275 |
| Fidelity Investments | Recordkeeping fees | $72 |