AUMdb

Diocese Of Youngstown Retirement Income Plan

Sponsored by Diocese Of Youngstown · EIN 340714655 · Plan #001

Total assets
$355K
Net assets
$355K
Active participants
0
With balances
0

Plan year beginning 07/01/2024

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
Usi Consulting Group Actuarial, Consulting (pension), Direct payment from the plan $282,735
Charles Schwab Bank Investment advisory (participants), Investment advisory (plan), Investment management $18,659
Bricker Graydon Llp Legal $18,170
Maloney + Novotny Llc Accounting, Direct payment from the plan $13,400