Massachusetts Society For The Prevention Of Cruelty To Animals Tax Sheltered Annuity Plan
Sponsored by Massachusetts Society For The Prevention Of Cruelty To Animals · EIN 042103597 · Plan #002
- Total assets
- $87.5M
- Net assets
- $87.5M
- Active participants
- 840
- With balances
- 1,273
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 94% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $87,809 |
| Gallagher Fiduciary | Investment advisory (plan), Direct payment from the plan | $22,500 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $14,800 |
| Fidelity Invest Instit Oper Co Llc | Recordkeeping fees, Account maintenance fees | $6,073 |
| The Angell Pension Group, Inc. | Other services, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |