Phelps Memorial Health Center Tax Sheltered Annuity Plan
Sponsored by Phelps Memorial Health Center · EIN 470481628 · Plan #004
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 335
- With balances
- 375
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $87,552 |
| Commonwealth Financial Network | Investment advisory (plan) | $29,322 |
| Cetera Investment Advisers | Investment advisory (plan) | $10,818 |