St. Paul's Episcopal Home's Employee Retirement Plan
Sponsored by St. Paul's Episcopal Home, Inc. · EIN 952111196 · Plan #001
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 752
- With balances
- 1,296
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Recordkeeping fees | $109,356 |
| First Republic Investment Mgmt | Investment advisory (participants), Investment advisory (plan) | $62,572 |
| The Baldwin Group Wealth Advisors | Investment advisory (plan) | $12,083 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $8,717 |