St. Josephs Villa 403(b) Plan
Sponsored by St. Josephs Villa · EIN 540505950 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.6M
- Active participants
- 275
- With balances
- 143
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).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services. | Investment advisory (plan), Direct payment from the plan | $20,192 |
| The Vanguard Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $16,141 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Recordkeeping fees | $0 |