Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity
Sponsored by Crossroads Lake County Adolescent Counseling · EIN 341458441 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 236
- With balances
- 248
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $74,026 |
| Zabarsky & Associates, Llc | Recordkeeping, Other services, Direct payment from the plan | $3,650 |
| Global Retirement Partners, Llc | Investment advisory (plan), Other fees | $0 |