AUMdb

St. Joseph Senior Living 401(k) Retirement Plan

Sponsored by St. Joseph Care Center · EIN 340714512 · Plan #002

Total assets
$2.3M
Net assets
$2.3M
Active participants
125
With balances
172

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
Lpl Financial Llc Rpcp Investment advisory (plan), Consulting fees $17,575
Definiti Llc Accounting, Investment advisory (plan) $15,846
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $11,288