St. David's Center 403(b) Plan
Sponsored by St. David's Center Dba St. David's Center Child & Family Development · EIN 411429208 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 556
- With balances
- 292
Plan year beginning 01/01/2024 · Default investment account (QDIA), ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance | Contract administrator, Participant loan processing, Direct payment from the plan | $64,646 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $3,946 |
| Mma Securities Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |