Rural Health Resources Of Jackson County Inc. Dba Holton Community Hospital Tax Deferred Annuity Plan
Sponsored by Rural Health Resources Of Jackson County Inc. Dba Holton Community Hos · EIN 742826278 · Plan #007
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 166
- With balances
- 217
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Two West Capital Advisors | Investment management, Direct payment from the plan | $30,008 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $15,003 |
| Coulter & Justus | Accounting | $6,750 |
| Pentegra Services, Inc. | Plan administrator, Named fiduciary, Recordkeeping fees | $5,252 |