Holy Family Institute Retirement Plan
Sponsored by Holy Family Institute · EIN 250984606 · Plan #002
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 301
- With balances
- 541
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $37,668 |