AUMdb

Workforce Resource Tax Sheltered Annuity Plan

Sponsored by Workforce Resource, Inc. · EIN 391455735 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
87
With balances
126

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed

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
Empower Annuity Insurance Company O Recordkeeping fees $17,775
Ameriprise Financial Services Llc Other commissions $0