Catholic Charities Of The Diocese Of St. Cloud 401(k) Retirement Plan
Sponsored by Catholic Charities Of The Diocese Of St. Cloud · EIN 410737799 · Plan #002
- Total assets
- $22.2M
- Net assets
- $21.9M
- Active participants
- 259
- With balances
- 371
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 |
|---|---|---|
| Accredited Investor Services, Llc CRD 148821 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accredited Investor Services, Llc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $95,335 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $38,334 |
| Cliftonlarsonallen | Accounting | $8,017 |