AUMdb

St. Edward's School Defined Contribution Retirement Plan

Sponsored by Saint Edward's School · EIN 591059214 · Plan #001

Total assets
$22.1M
Net assets
$22.1M
Active participants
169
With balances
292

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $13,632