Agape Child & Family Services, Inc. Tax Sheltered Annuity Plan
Sponsored by Agape Child & Family Services, Inc. · EIN 237039683 · Plan #001
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 104
- With balances
- 116
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Management | Investment advisory (plan) | $9,985 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $8,581 |
| Empower Advisory Group, Llc | Investment management | $282 |