Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity Plan
Sponsored by Moorestown Visiting Nurse Association, Inc. · EIN 210634998 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 68
- With balances
- 201
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 |
|---|---|---|
| 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 | $48,625 |
| Td Bank | Investment advisory (plan), Investment management | $10,000 |
| Lincoln National Corporation | Contract administrator, Recordkeeping | $500 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |