Assisi Retirement Plan
Sponsored by Franciscan Alliance, Inc. · EIN 351330472 · Plan #002
- Total assets
- $77.3M
- Net assets
- $77.3M
- Active participants
- 643
- With balances
- 746
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $50,331 |