AUMdb

Saint Coletta Of Greater Washington 403(b) Plan

Sponsored by Saint Coletta Of Greater Washington Inc. · EIN 540968224 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
395
With balances
186

Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

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
Ascensus Llc Other commissions, Recordkeeping, Direct payment from the plan $13,777
Morningstar Investment advisory (plan) $188