The Church Home Of The Protestant Episcopal Employees' Retirement Plan
Sponsored by The Church Home Of The Protestant Episcopal Church · EIN 160743962 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 562
- With balances
- 947
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alesco Advisors, Llc, An Esl Company CRD 339091 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Burke Group | Recordkeeping, Consulting (general), Direct payment from the plan | $193,009 |
| Alesco Advisors Llc | Investment advisory (plan), Direct payment from the plan | $33,460 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $4,055 |
| Newport Group, Inc. | Trustee (institutional) | $0 |