The Lighthouse For The Blind, Inc. Tax Deferred Annuity Plan
Sponsored by The Lighthouse For The Blind, Inc. · EIN 910295070 · Plan #002
- Total assets
- $42.7M
- Net assets
- $42.7M
- Active participants
- 430
- With balances
- 605
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv. Instit. Oper. Co.,Inc | Recordkeeping fees, Account maintenance fees, Recordkeeping | $55,556 |
| Usi Advisors | Consulting (general), Investment advisory (plan), Investment management fees (direct) | $25,000 |
| Strategic Advisors, Inc. | Investment advisory (plan), Investment management fees (direct) | $5,402 |
| Vanguard | Investment management fees (direct), Investment management | $0 |