Lifegift Organ Donation Center Tax Sheltered Annuity Plan
Sponsored by Lifegift Organ Donation Center · EIN 760231238 · Plan #002
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 471
- With balances
- 594
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $13,871 |