Walsh College Tax Sheltered Annuity Plan
Sponsored by Walsh College · EIN 381308480 · Plan #002
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 162
- With balances
- 192
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).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Resources Investment Advisors, Llc | Investment management | $37,495 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $19,704 |
| Watkins, Ross & Co. | Contract administrator | $6,477 |
| Fidelity Inv. Inst. Ops., Co., Inc. | Recordkeeping fees, Account maintenance fees | $995 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $60 |