St. John Properties 401(k) Retirement Plan
Sponsored by St. John Properties, Inc. · EIN 521698911 · Plan #001
- Total assets
- $54.3M
- Net assets
- $54.3M
- Active participants
- 248
- With balances
- 328
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Black Diamond Financial, Llc CRD 145108 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Black Diamond Financial Advisor | Investment advisory (plan), Direct payment from the plan | $100,601 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $30,677 |