Mcphs University Tax Deferred Annuity Plan
Sponsored by Mcphs University · EIN 042104700 · Plan #003
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 1,761
- With balances
- 1,255
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,749 |
| Wealth Management Systems Inc | Other services | $0 |
| Fidelity Inv. Inst. Oper. Company | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$52,907 |