St. Joseph Center 403(b) Plan
Sponsored by St. Joseph Center · EIN 953874381 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 320
- With balances
- 561
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Financial Advisors, Llc CRD 16164 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $17,282 |
| Proaccount | Investment management, Shareholder servicing fees | $10,692 |
| Nationwide | Investment management, Shareholder servicing fees | $5,032 |
| Leafhouse Financial Advisors, Llc | Investment management, Shareholder servicing fees | $2,215 |
| Nationwide Retirement Plans | Insurance services, Shareholder servicing fees | $639 |
| Transamerica Financial Advisors Inc | Investment management, Shareholder servicing fees | $0 |
| Transamerica Financial Advisor | Investment management, Shareholder servicing fees | $0 |
| Transamerica Financial Advisors Inc | Insurance services, Shareholder servicing fees | $0 |
| Transamerica Financial Advisor | Insurance services, Shareholder servicing fees | $0 |