Trinity Valley School Tax Sheltered Group Annuity
Sponsored by Trinity Valley School · EIN 751099126 · Plan #001
- Total assets
- $41.6M
- Net assets
- $41.6M
- Active participants
- 196
- With balances
- 327
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teacher Insurance & Annuity | Recordkeeping, Other fees | $53,696 |
| Fiducient Advisors Llc | Investment advisory (plan) | $20,000 |
| Onedigital Investment Advisors | Investment advisory (plan) | $14,250 |