Beechwood Tax Sheltered Annuity Retirement Plan
Sponsored by Beechwood Health Care Center, Inc · EIN 203368932 · Plan #002
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 544
- With balances
- 1,119
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 |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Variable Annuity Life Insurance Co. | Custodial (securities), Investment advisory (participants), Investment management | $107,345 |
| Valic Retirement Services Co. | Custodial (securities), Investment advisory (participants), Investment management | $2,846 |