The Carey Counseling Center, Inc. Tax Deferred Annuity Plan
Sponsored by Carey Counseling Center, Inc. · EIN 620851889 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 135
- With balances
- 159
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $62,398 |
| Raymond James And Associates Inc | Investment advisory (plan), Direct payment from the plan | $13,224 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |