Central Washington Health Services Association Tax Sheltered Annuity Plan
Sponsored by Central Washington Health Services Association · EIN 910171250 · Plan #002
- Total assets
- $142M
- Net assets
- $142M
- Active participants
- 1,648
- With balances
- 814
Plan year beginning 01/01/2024 · Default investment account (QDIA), ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $60,151 |
| Fid Inv Inst Ops Co | Recordkeeping fees, Participant loan processing, Account maintenance fees | $34,823 |
| Verus | Consulting (general), Direct payment from the plan | $8,129 |
| Harlowe & Falk Llp | Legal, Direct payment from the plan | $1,856 |