St. Johnsbury Academy 403(b) Retirement Plan
Sponsored by Trustees Of The St. Johnsbury Academy · EIN 030181215 · Plan #002
- Total assets
- $41.5M
- Net assets
- $41.5M
- Active participants
- 224
- With balances
- 402
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Ins & Annuity Assoc | Account maintenance fees, Other investment fees and expenses | $34,254 |
| Onedigital Investment Advisors | Contract administrator, Investment advisory (plan) | $17,050 |
| J.L. Kreischer, Pc Et Al Ptrs | Accounting | $5,165 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $160 |