Harding Academy Tax Deferred Annuity Plan
Sponsored by Harding Academy · EIN 620852815 · Plan #004
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 98
- With balances
- 167
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (participants), Investment advisory (plan), Investment management | $45,940 |
| American United Life Insurance Co. | $7,026 |