Sound Variable Annuity Pension Trust
Sponsored by Board Of Trustees, Sound Variable Annuity · EIN 863278029 · Plan #001
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 94,919
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $1,842,844 |
| Cheiron Inc | Actuarial, Direct payment from the plan, Consulting (pension) | $463,204 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $212,938 |
| Seyfarth Shaw Llp | Legal, Direct payment from the plan | $99,810 |
| Slevin & Hart, P.C. | Legal, Direct payment from the plan | $51,430 |
| Verus Advisory, Inc | Investment advisory (plan), Direct payment from the plan | $35,000 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $27,280 |
| Prudential Trust Co. | Investment management, Other fees, Direct payment from the plan | $20,926 |
| Service Printing Co, Inc | Copying and duplicating, Direct payment from the plan | $16,902 |
| Wells Fargo Bank, Na | Other services, Direct payment from the plan | $13,718 |
| Us Bank, Na | Trustee (institutional), Other fees, Direct payment from the plan | $11,002 |
| Segal Select Insurance Services | Insurance brokerage commissions | $0 |