Saint Elizabeth Community 403(b) Retirement Plan
Sponsored by Saint Elizabeth Community · EIN 050457342 · Plan #004
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 499
- With balances
- 868
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $92,573 |
| Citrin Cooperman | Accounting | $34,073 |
| The Angell Pension Group, Inc. | Contract administrator, Plan administrator, Consulting (pension) | $22,751 |
| Global Retirement Partners Llc | Investment advisory (plan) | $12,000 |