AUMdb

Pana Community Hospital Employees' Tax Deferred Annuity Plan

Sponsored by Pana Community Hospital Association · EIN 376062326 · Plan #002

Total assets
$26.3M
Net assets
$26.3M
Active participants
329
With balances
302

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $69,357
Raymond James & Associates, Inc. Investment advisory (plan), Other fees $0