Dematha Catholic High School, Inc. 403(b) Plan
Sponsored by Dematha Catholic High School, Inc. · EIN 520607998 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 293
- With balances
- 122
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $23,947 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,628 |
| Empower Advisory Group, Llc | Investment management | $2,506 |