The Skyland Trail Retirement Plan
Sponsored by George West Mental Health Foundation, Inc. · EIN 581489941 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 209
- With balances
- 278
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $35,009 |
| Empower Annuity Insurance Company | Recordkeeping fees | $11,582 |
| Empower Advisory Group, Llc | Investment management | $5,056 |
| Carpenter Morse Group | Contract administrator | $3,400 |