Lower Eastside Service Center Inc Fixed Annuity Retirement Plan
Sponsored by Lower Eastside Service Center Inc · EIN 131972876 · Plan #002
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 133
- With balances
- 297
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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 | $47,471 |
| Capfinancial Partners, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $8,750 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $3,753 |