Yedei Chesed Tax Deferred Annuity Retirement Plan
Sponsored by Yedei Chesed · EIN 133728771 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 1,612
- With balances
- 121
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gwn Securities Inc. CRD 128929 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $17,509 |
| Gwn Securities, Inc. | Investment advisory (plan), Other fees | $0 |
| Voya Retirement Ins & Annuity Co. | Recordkeeping fees | $0 |
| Wilshire Advisors, Llc | Investment advisory (plan), Other investment fees and expenses | $0 |