The Army Distaff Foundation Tax Sheltered Annuity
Sponsored by The Army Distaff Foundation, Inc. · EIN 530246852 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 161
- With balances
- 174
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greenspring Advisors, Llc | Investment management, Shareholder servicing fees | $26,258 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $25,944 |
| Nationwide | Investment management, Shareholder servicing fees | $2,141 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,323 |