The Fortune Society Tax Sheltered Annuity
Sponsored by The Fortune Society · EIN 132645436 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 420
- With balances
- 546
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 |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $35,075 |
| Pentegra Retirement Services Inc | Contract administrator, Plan administrator | $9,170 |