Episcopal Retirement Services Staff Retirement Plan
Sponsored by Episcopal Retirement Homes, Inc. · EIN 310554071 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 621
- With balances
- 652
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $68,780 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan) | $55,507 |
| Empower Advisory Group, Llc | Investment management | $3,577 |