AUMdb

St. Mary's Home For Disabled Children, Inc. Supplemental Retirement Plan

Sponsored by St. Mary's Home For Disabled Children, Inc. · EIN 540505952 · Plan #002

Total assets
$7.7M
Net assets
$7.7M
Active participants
304
With balances
322

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln Retirement Services Recordkeeping $45,351
Ubs Financial Services, Inc Insurance brokerage commissions $20,105
Pasi, Llc Plan administrator $9,320
Lincoln National Corporation Contract administrator $269