Local Initiatives Support Corporation Tax Sheltered Annuity Plan
Sponsored by Local Initiatives Support Corp. · EIN 133030229 · Plan #002
- Total assets
- $80.7M
- Net assets
- $80.7M
- Active participants
- 551
- With balances
- 806
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Custodial (securities) | $72,436 |
| Axa Equitable Life Insurance Co | Trustee (directed), Investment management, Shareholder servicing fees | $353 |