Three Rivers Planning And Development District, Inc. Amended And Restated Tax Sheltered Annuity Plan
Sponsored by Three Rivers Planning And Development District, Inc · EIN 640507939 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 91
- With balances
- 118
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ingham & Company | Custodial (securities), Recordkeeping fees, Investment advisory (plan) | $1,293 |