Legal Aid Foundation Of Los Angeles Tax Deferred Annuity Plan
Sponsored by Legal Aid Foundation Of Los Angeles · EIN 951684067 · Plan #001
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 247
- With balances
- 424
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| 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 |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $96,246 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $47,784 |
| Actuarial Benefits Corp | Contract administrator, Plan administrator | $5,400 |