Our Lady Of Peace 403(b) Plan
Sponsored by Our Lady Of Peace · EIN 411306947 · Plan #003
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 157
- With balances
- 104
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advanced Advisor Group, Llc CRD 140393 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Advisor Group Llc | Investment advisory (plan), Consulting fees | $29,031 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $13,137 |