Tax Sheltered Annuity Plan For Employees Of Silverstone By Hunt
Sponsored by Silverstone By Hunt · EIN 020518617 · Plan #002
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 97
- With balances
- 156
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Trustee (discretionary), Recordkeeping fees | $26,710 |
| Variable Annuity Life Insurance Co. | Investment advisory (participants), Direct payment from the plan, Product termination fees | $1,033 |