Form 5500 Search

REF INVESTMENT MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
143
Total plan assets
$22.7M
Filings (rows)
1
Direct comp
$0
Indirect comp
$17K

SERVICES PROVIDED

TPA / Administrator1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ST. PAUL'S EPISCOPAL SCHOOL
ST PAUL'S EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLAN (403(B))
MOBILE, AL
TPA / Administrator
TPA
143$22.7M$0