Retirement Plan For Employees Of Saint Michael's College
Sponsored by Saint Michaels College Services, Llc · EIN 030179403 · Plan #001
- Total assets
- $97.2M
- Net assets
- $97.2M
- Active participants
- 881
- With balances
- 604
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Participant communication | $108,906 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $28,721 |
| Mcsoley Mccoy & Co | Accounting, Direct payment from the plan | $10,400 |
| Charles Schwab & Co., Inc | Custodial (securities), Shareholder servicing fees | $0 |