Episcopal Children's Services, Inc. Tax Deferred Annuity Savings Plan
Sponsored by Episcopal Children's Services, Inc. · EIN 591146765 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 718
- With balances
- 634
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $19,372 |
| Pensionmark Fin Group Llc | Consulting (general), Consulting fees | $0 |
| Independent Fiduciary Consultant | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $0 |
| Axa Equitable Life Insurance Compan | Trustee (directed), Investment management, Participant loan processing | $0 |