The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan
Sponsored by Phoenix House Foundation Inc. · EIN 237013149 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 335
- With balances
- 588
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Participant-directed brokerage accounts
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 |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $68,004 |
| Capfinancial Partners, Llc | Consulting (general), Insurance services | $36,591 |