Victor C Neumann Association Tax Deferred Annuity Plan
Sponsored by Victor C Neumann Association · EIN 362407164 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 0
- With balances
- 135
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Variable Annuity Life Insurance Co | Custodial (securities), Securities brokerage, Direct payment from the plan | $4,802 |