Ave Maria School Of Law 403(b) Retirement Plan
Sponsored by Ave Maria School Of Law · EIN 383519708 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 70
- With balances
- 98
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $15,032 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $10,060 |
| Kb Pension Services, Inc | Contract administrator | $300 |