Everas Community Services, Inc. Tax Deferred Annuity Retirement Plan
Sponsored by Everas Community Services, Inc. · EIN 222462247 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 569
- With balances
- 269
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $40,899 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $12,225 |
| M Holdings Securities | Investment advisory (plan), Other fees | $0 |