AUMdb

Colegio Sagrado Corazon De Jesus Retirement Plan

Sponsored by Colegio Sagrado Corazon De University Gardens Inc · EIN 660259034 · Plan #001

Total assets
Net assets
Active participants
51
With balances
71

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Consultiva Wealth Management, Corp. CRD 111846 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower A.I.C.A Recordkeeping fees $6,607
Consultiva Wealth Management Corp Investment advisory (plan) $2,444