St. Xavier High School Defined Contribution Retirement Plan
Sponsored by St. Xavier High School, Inc. · EIN 310537511 · Plan #002
- Total assets
- $66.0M
- Net assets
- $66.0M
- Active participants
- 213
- With balances
- 290
Plan year beginning 07/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $25,000 |
| Clark Schaefer Hackett & Co | Accounting | $18,750 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,433 |
| Empower Advisory Group, Llc | Investment management | $5,606 |