AUMdb

St Charles Youth & Family Services, Inc. Pension Plan

Sponsored by St. Charles Youth & Family Services, Inc. · EIN 390914040 · Plan #002

Total assets
$7.8M
Net assets
$7.8M
Active participants
113
With balances
189

Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, 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
Johnson Bank Trustee (institutional), Investment advisory (plan), Direct payment from the plan $55,794