Loretto Employee 401(k) Savings Plan
Sponsored by Loretto Management Corporation · EIN 222873640 · Plan #003
- Total assets
- $53.3M
- Net assets
- $53.3M
- Active participants
- 635
- With balances
- 859
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dimeo Schneider | Investment advisory (plan) | $31,343 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $25,454 |
| Bonadio & Co., Llp | Accounting | $14,785 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$54,188 |