AUMdb

Holland Home Tax Deferred Annuity Retirement Plan

Sponsored by Christian Living Services · EIN 381366927 · Plan #002

Total assets
$45.8M
Net assets
$45.8M
Active participants
1,488
With balances
895

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
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 $175,711
Raymond James & Associates, Inc. Investment advisory (plan), Other fees $0