Tax Deferred Annuity Plan Of Planned Parenthood Mar Monte, Inc.
Sponsored by Planned Parenthood Mar Monte, Inc. · EIN 941583439 · Plan #004
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 82
- With balances
- 97
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Benefit Services Inc Dba | Consulting (general), Investment advisory (plan), Consulting fees | $10,000 |
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees, Participant loan processing | $7,001 |
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $416 |