AUMdb

Ncphs Tax Sheltered Annuity Plan

Sponsored by Sequoia Living Inc. · EIN 941437728 · Plan #002

Total assets
$8.2M
Net assets
$8.2M
Active participants
31
With balances
189

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Axa Eqtble Life Insurance Company Trustee (directed), Participant loan processing, Investment management $1,732
Symetra Life Insurance Company Contract administrator, Recordkeeping, Direct payment from the plan $1,092