AUMdb

St. Bernards School Employee Retirement Plan

Sponsored by St. Bernards School · EIN 131255270 · Plan #001

Total assets
$68.1M
Net assets
$68.1M
Active participants
107
With balances
240

Plan year beginning 01/01/2024 · 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
Tiaa Participant loan processing, Investment management fees (indirect), Recordkeeping fees $950