Marshall Browning Hospital Association Tax Deferred Annuity Plan
Sponsored by Marshall Browning Hospital Association · EIN 370661218 · Plan #003
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 310
- With balances
- 193
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co | Investment advisory (participants), Investment advisory (plan), Investment management | $39,252 |
| American United Life Insurance Co | Participant loan processing, Direct payment from the plan, Investment management fees (indirect) | $1,281 |