Presbyterian Homes And Services Tax Deferred Annuity Plan
Sponsored by Presbyterian Homes And Services · EIN 410758756 · Plan #007
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 7,930
- With balances
- 3,242
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant communication, Direct payment from the plan | $9,251 |
| Lincoln National Corporation | Contract administrator | $175 |
| Cbiz Investment Advisory Services | Investment management, Investment management fees (indirect) | $0 |
| Cliftonlarsonallen Llp | Accounting | $0 |