The United States Golf Association Tax Deferred Annuity Plan
Sponsored by United States Golf Association · EIN 131427105 · Plan #003
- Total assets
- $94.8M
- Net assets
- $94.8M
- Active participants
- 388
- With balances
- 482
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed
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 | $30,415 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,356 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |