Salem Academy And College Tax Deferred Annuity Plan
Sponsored by Salem Academy And College · EIN 560530005 · Plan #004 · Winston Salem, NC
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 160
- With balances
- 289
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (plan) | $6,473 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $6,052 |