Knoxville Hospital And Clinics Tax Sheltered Annuity Plan
Sponsored by Knoxville Hospital And Clinics · EIN 421087612 · Plan #002
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 329
- With balances
- 325
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Finway Group | Contract administrator | $49,106 |
| Osaic Wealth Inc | Investment advisory (plan) | $39,172 |
| Empower Annuity Insurance Company | Recordkeeping fees | $32,209 |
| World Investment Advisors | Other fees | $7,882 |
| Woodbury Financial Services Inc | Investment advisory (plan) | $7,158 |
| Empower Advisory Group, Llc | Investment management | $5,937 |