National Audubon Society Tax Deferred Annuity Plan
Sponsored by National Audubon Society Inc · EIN 131624102 · Plan #003
- Total assets
- $140M
- Net assets
- $140M
- Active participants
- 853
- With balances
- 1,381
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).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $95,793 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $2,440 |
| National Financial Serivces | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |
| Tiaa | Other services, Float revenue, Distribution (12b-1) fees | $0 |