Arc Of Washington County, Inc. 403(b) Tax Deferred Annuity Plan
Sponsored by Arc Of Washington County, Inc. · EIN 520696197 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 747
- With balances
- 192
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tribridge Partners Financial Llc CRD 326489 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tribridge Partners Financial Llc | Investment advisory (plan), Direct payment from the plan | $19,976 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other fees | $11,551 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $9,829 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |