AUMdb

Sjh Retirement Plan

Sponsored by St. Joseph Infant & Maternity Home Dba St. Joseph Home Of Cincinnati · EIN 310536703 · Plan #002

Total assets
$4.2M
Net assets
$4.2M
Active participants
238
With balances
115

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

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Pca Investment Advisory Services, Inc. CRD 123475 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pca Investment Advisory Services Investment advisory (plan), Direct payment from the plan $14,739
Pension Corporation Of America Recordkeeping, Sub-transfer agency fees, Distribution (12b-1) fees $5,373