Penn State Health Tax Sheltered Annuity Program
Sponsored by Penn State Health · EIN 473769205 · Plan #002
- Total assets
- $532M
- Net assets
- $532M
- Active participants
- 19,306
- With balances
- 4,007
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $59,209 |
| Empower Annuity Invetment, Co | Recordkeeping fees | $48,213 |
| Forvis, Llp | Accounting | $32,393 |
| Varialbe Annuity Life Insurance Co. | Recordkeeping fees | $3,633 |
| Larson Financial Group | Other fees | $2,949 |
| Fort Pitt Capital Group, Llc | Other fees | $2,582 |
| Signature Estate & Investment | Other fees | $1,902 |
| Apollon Wealth Management,Llc | Other fees | $1,070 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Shareholder servicing fees, Securities brokerage | $801 |
| Flexible Plan Investment, Ltd | Other fees | $499 |
| Cambridge Investment Research | Other fees | $43 |
| Tiaa Cref Investment Management | Recordkeeping fees | $0 |