Saint Martin's University 403(b) Plan
Sponsored by Saint Martins University · EIN 910564993 · Plan #002
- Total assets
- $33.6M
- Net assets
- $33.6M
- Active participants
- 412
- With balances
- 577
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Contract administrator, Recordkeeping, Participant communication | $46,317 |
| Lpl Financial Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $45,958 |
| Definiti Llc | Accounting, Plan administrator, Consulting (pension) | $7,400 |