West River Health Service Foundation And Subsidiaries Tax Deferred Annuity Plan
Sponsored by West River Health Service Foundation And Subsidiaries · EIN 450411825 · Plan #009
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 300
- With balances
- 375
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis Investment Counsel Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $35,083 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $26,733 |