San Domenico School 403(b) Retirement Plan
Sponsored by San Domenico School · EIN 946080077 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 160
- With balances
- 372
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
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 | $100,156 |
| Lincoln National Corporation | Contract administrator | $25 |
| Multnomah Group Inc | Investment management, Other fees | $0 |
| Armanino Llp | Accounting, Other fees | $0 |
| New Pinnacle Consulting Group Llc | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |