Sacred Heart Schools, Inc. 401(k) Plan
Sponsored by Sacred Heart Schools, Inc. · EIN 611181710 · Plan #003
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 290
- With balances
- 392
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 |
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $93,366 |
| Empower Advisory Group, Llc | Investment management | $4,480 |
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $4,338 |
| Robert W Baird & Co Incorporated | Other commissions | $0 |