Burbank Housing Management Corporation Tax Deferred Annuity
Sponsored by Burbank Housing Management Corporation · EIN 680328717 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 186
- With balances
- 187
Plan year beginning 01/01/2024 · 401(m) arrangement, 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 |
|---|---|---|
| Abg Consultants, Llc CRD 131129 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Abg Consultants | Investment advisory (plan) | $26,374 |
| Pcs Retirement Llc | Recordkeeping | $18,606 |