Jesuit High School Of Sacramento Employee Retirement Plan
Sponsored by Jesuit High School Of Sacramento · EIN 941525873 · Plan #002
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 127
- With balances
- 161
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $58,603 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $904 |