Jserra Catholic High School 401(k) Savings Plan
Sponsored by Jserra Catholic High School · EIN 330901351 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 243
- With balances
- 155
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Pointe Holdings Llc Dba Beac | Investment advisory (plan) | $37,549 |
| Empower Annuity Insurance Company | Recordkeeping fees | $30,637 |
| Empower Advisory Group, Llc | Investment management | $11,061 |