St. James Place Of Baton Rouge 403(b) Plan
Sponsored by St. James Place Of Baton Rouge · EIN 720887915 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 319
- With balances
- 174
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $28,237 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $8,820 |
| Raymond James & Associates Inc | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |