The Bide A Wee Home Associates Tax Deferred Annuity Plan
Sponsored by Bideawee, Inc. · EIN 131655210 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 83
- With balances
- 102
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $32,961 |
| Capfinancial Partners, Llc | Consulting (general), Direct payment from the plan | $16,178 |
| Cbiz Marks Paneth | Accounting, Direct payment from the plan | $11,000 |