Fhn Matching Tax Deferred Annuity Plan
Sponsored by Freeport Health Network · EIN 363290904 · Plan #002
- Total assets
- $158M
- Net assets
- $158M
- Active participants
- 1,608
- With balances
- 1,549
Plan year beginning 01/01/2024 · Automatic enrollment, Default investment account (QDIA), Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $46,083 |
| Commonwealth Financial Network | Investment advisory (plan) | $28,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$26,033 |