Adena Health System Tax Deferred Annuity/Matched Savings Plan
Sponsored by Adena Health System · EIN 314379443 · Plan #004
- Total assets
- $240M
- Net assets
- $240M
- Active participants
- 4,838
- With balances
- 6,410
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Services Co. | Custodial (securities), Investment advisory (participants), Investment management | $312,289 |
| Variable Annuity Life Ins Co. | Custodial (securities), Investment advisory (participants), Investment management | $13,850 |