AUMdb

St. Vincent De Paul Village 401(k) Profit Sharing Plan

Sponsored by St. Vincent De Paul Village · EIN 330492302 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
654
With balances
654

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
Cambridge Investments, Llc CRD 174460 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $44,271
Premier Plan Consultants Inc. Contract administrator $1,872
Cambridge Investment Group Investment advisory (plan) $1,361
Empower Annuity Insurance Company Recordkeeping fees $929