AUMdb

Stonehill Franciscan Services 401(k) Retirement Plan

Sponsored by Stonehill Franciscan Services · EIN 510141775 · Plan #003

Total assets
$11.7M
Net assets
$11.7M
Active participants
294
With balances
377

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
American Trust Company Recordkeeping, Consulting (general), Custodial (securities) $50,227