Presbyterian Manors Of Mid America, Inc. Tax Sheltered Annuity Plan
Sponsored by Presbyterian Manors Of Mid America, Inc. · EIN 480877587 · Plan #002
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 31
- With balances
- 129
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Financial Life Insurance | Trustee (directed), Investment management, Participant loan processing | $2,290 |
| Fidelity Investment Inst Op Co Llc | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $222 |