St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan
Sponsored by St. Camillus Residential Health Care Facilities · EIN 161085780 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 373
- With balances
- 471
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $53,334 |
| Lpl Financial Llc | Investment advisory (plan) | $30,667 |
| Unum Life Ins. Co. Of America | Recordkeeping | $0 |