Eya Tax Sheltered 403(b) Plan
Sponsored by Eckerd Youth Alternatives, Inc. · EIN 592551416 · Plan #004
- Total assets
- $42.4M
- Net assets
- $42.4M
- Active participants
- 1,862
- With balances
- 3,270
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| 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 |
|---|---|---|
| Florida Retirement Consultants | Contract administrator | $156,597 |
| Empower Annuity Ins Co | Recordkeeping fees, Investment management | $140,972 |
| Principal Life Ins Co | Contract administrator, Participant loan processing, Direct payment from the plan | $104,715 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $39,476 |
| Variable Annuity Life Insurance Co | Investment advisory (participants), Insurance mortality and expense, Investment management | $4,893 |