AUMdb

St. Charles Health Council, Inc. 403 B Retirement Plan

Sponsored by St. Charles Health Council, Inc. · EIN 237319768 · Plan #001

Total assets
$11.4M
Net assets
$11.4M
Active participants
190
With balances
167

Plan year beginning 01/01/2024 · Total participant-directed account

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $3,756
O N Equity Sales Company Other services, Other commissions, Other fees $0