St. Joseph Holdings, Llc 401(k) Plan
Sponsored by St. Joseph Holdings, Llc · EIN 800109664 · Plan #001 · Baton Rouge, LA
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 1,525
- With balances
- 521
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $94,887 |
| Heard, Mcelroy & Vestal, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $30,825 |