AUMdb

Guild Of St. Agnes Of Worcester, Inc 401(k) Plan

Sponsored by Guild Of St. Agnes Of Worcester, Inc · EIN 042104267 · Plan #002

Total assets
$10.5M
Net assets
$10.5M
Active participants
304
With balances
235

Plan year beginning 01/01/2024 · 401(k)

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $33,275
First National Corporation Investment advisory (plan), Investment management fees (direct) $23,116