Saint Mary's Hall Defined Contribution Retirement Plan
Sponsored by Saint Mary's Hall · EIN 740877330 · Plan #002
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 316
- With balances
- 281
Plan year beginning 01/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiduciary Benefits Group CRD 326204 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Benefits | Investment advisory (plan), Direct payment from the plan | $13,133 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $5,641 |
| Paychex Inc Dba Southeastern Employ | Contract administrator, Direct payment from the plan, Other services | $5,051 |