Daughters Of Sarah Nursing Home Co., Inc. Tax Deferred Annuity Plan
Sponsored by Daughters Of Sarah Nursing Center, Inc. D/B/A Daughters Of Sarah Senio · EIN 237120570 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 292
- With balances
- 274
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 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 | $49,370 |
| Creative Pension Consultants, Inc. | Consulting (pension), Direct payment from the plan | $8,285 |
| Janney Montgomery Scott, Llc | Investment advisory (plan), Other fees | $0 |