Counterpart International Inc. Tax Deferred Annuity 403(b) Plan
Sponsored by Counterpart International Inc. · EIN 136183605 · Plan #002
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 161
- With balances
- 389
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 |
|---|---|---|
| Washington Financial Group | $38,753 | |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |