Bay Village Of Sarasota Inc. Tax Sheltered Annuity 403 B Plan
Sponsored by Bay Village Of Sarasota Inc. · EIN 591453706 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 166
- With balances
- 173
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Variable Annuity Life Insurance Co | Participant loan processing, Investment advisory (participants), Insurance mortality and expense | $633 |