Gurwin Tax Deferred Annuity Plan
Sponsored by Gurwin Jewish Nursing & Rehabilitation Center · EIN 112785201 · Plan #001
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 832
- With balances
- 1,418
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $169,493 |
| Sentinel Pension Advisors | Investment advisory (plan) | $55,000 |