AUMdb

Faith Regional Health Services Tax Deferred Annuity Plan

Sponsored by Faith Regional Health Services · EIN 470796875 · Plan #011

Total assets
$104M
Net assets
$104M
Active participants
1,367
With balances
1,550

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Institutional Plan Services Other services, Recordkeeping fees $64,054
Cambridge Investment Research Consulting (general) $49,118
Voya Retirement Advisors, Llc Investment advisory (participants) $16,085
American United Life Insurance Co. Recordkeeping, Participant communication, Direct payment from the plan $610