American Baptist Homes Of The Midwest Tda Plan
Sponsored by American Baptist Homes Of The Midwest · EIN 410706155 · Plan #002
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 1,453
- With balances
- 771
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $67,844 |
| Sageview Advisory Group, Llc | Investment management, Investment management fees (indirect) | $12,500 |
| Metlife Life Insurance Company | Recordkeeping fees | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |