St. Mary's Of Medford School 403(b) Plan
Sponsored by St. Mary's Of Medford, Inc. · EIN 930514209 · Plan #001 · Medford, OR
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 131
- With balances
- 142
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 |
|---|---|---|
| Professional Capital Services | Contract administrator, Recordkeeping | $33,593 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $16,836 |
| Cutler Investment Counsel, Llc | Other fees | $0 |