AUMdb

Frontier Health Tax Deferred Annuity Plan

Sponsored by Frontier Health · EIN 620582605 · Plan #001 · Gray, TN

Total assets
$25.2M
Net assets
$25.2M
Active participants
1,307
With balances
716

Plan year beginning 07/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA)

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
The Trust Company Of Tennessee Investment advisory (plan), Investment management $44,037
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $29,223