AUMdb

Society Of St Vincent De Paul Council Of Los Angeles 403(b) Plan

Sponsored by Society Of St Vincent De Paul Council Of Los Angeles · EIN 951644622 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
103
With balances
178

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $16,018
Geneos Wealth Management, Inc. Consulting fees $9,161
Pension Assurance Llp Accounting $6,466
Reliance Custodial (securities) $228