AUMdb

Sisters Of St. Francis Employees' Retirement Plan

Sponsored by Sisters Of Saint Francis Of Dubuque · EIN 420757421 · Plan #002

Total assets
$8.8M
Net assets
$8.8M
Active participants
192
With balances
212

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
July Business Services Llc Contract administrator, Recordkeeping, Recordkeeping fees $14,058
Assuredpartners Financial Advisors Investment advisory (participants) $0