DAWN Pasquarell signed St. Anne Institute's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
St. Anne Institute's EIN is 14-1340098.
Download the official 2023 Form 5500 (PDF) for St. Anne Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)St. Anne Institute's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC RETIREMENT PLANS | 16-1171298 | — | NONE | $23K | — |
| BENEFIT PLANS ADMIN SERVICES, INC | 16-1503696 | — | NONE | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.5M | 98.7% | |
| [Assets held in participant loans] | Other | — | — | $70K | 1.3% |
