St. Paul's School 403(b) Retirement Plan
Sponsored by The St. Paul's Schools 403(b) Retirement Plan · EIN 824860014 · Plan #001
- Total assets
- $83.7M
- Net assets
- $83.7M
- Active participants
- 418
- With balances
- 801
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $84,542 |
| Rbc Wealth Management | Investment advisory (plan) | $36,500 |
| New Pinacle Consulting Group, Llc | Consulting (general) | $12,756 |