St. John's Community Services Tax Sheltered Annuity Plan
Sponsored by St. John's Community Services · EIN 530196554 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 1,017
- With balances
- 287
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Capital Group Investment Advisors Inc CRD 129615 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $66,870 |
| The Capital Group Investment Adviso | Investment advisory (plan), Other fees | $0 |