The Priority Center 403(b) Plan
Sponsored by The Priority Center, Ending The Cycle Of Generational Trauma · EIN 330013237 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 86
- With balances
- 169
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 |
|---|---|---|
| Transamerica Financial Advisors, Llc CRD 16164 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $3,069 |
| Nationwide | Investment management, Shareholder servicing fees | $2,040 |
| Nationwide Life Insurance Company | Investment management, Shareholder servicing fees | $1,444 |
| Proaccount | Investment management, Shareholder servicing fees | $315 |
| Transamerica Financial Advisors Inc | Investment management, Shareholder servicing fees | $0 |
| Transamerica Financial Advisors Inc | Investment management, Shareholder servicing fees | $0 |