Geisinger System Services Tax Sheltered Annuity Program
Sponsored by Geisinger System Services · EIN 232164794 · Plan #003
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 25,987
- With balances
- 8,017
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $43,465 |
| Brighthouse Life Insurance Company | Contract administrator | $1,119 |
| Brighthouse Life Insurance Company | $229 | |
| Metropolitan Life Insurance Co | Recordkeeping fees | $77 |
| Lincoln National Corporation | Contract administrator | $25 |
| Fidelity Investments Inst Ops Co | Sub-transfer agency fees | $0 |
| Equitable Financial Life Ins Co. | Investment management | $0 |