Holy Angels, Inc. 403(b) Retirement Savings Plan
Sponsored by Holy Angels, Inc. · EIN 510230406 · Plan #001 · Belmont, NC
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 369
- With balances
- 509
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Stanley Benefit Services | Recordkeeping, Participant loan processing, Participant communication | $52,690 |
| Fund Direct Advisors | Investment management fees (direct) | $13,770 |
| Pronvest | Investment management fees (direct) | $9,176 |