AUMdb

Saint Mary's Home Of Erie 403(b) Plan

Sponsored by Saint Mary's Home Of Erie · EIN 251073144 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
195
With balances
287

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

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
Lincoln Retirement Services Contract administrator $57,199
Baker Tilly Us, Llp Accounting $12,863
Dunbar, Bender & Zapf, Inc. Contract administrator $12,775