Golden Triangle Planning And Development District, Inc. Tax Sheltered Annuity Plan
Sponsored by Golden Triangle Planning And Development District, Inc. · EIN 640508015 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 103
- With balances
- 149
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Csenge Advisory Group, Llc CRD 131167 | 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, Investment management fees (indirect) | $375 |
| Csenge Advisory Group | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |