Island Peer Review Organization, Inc. Tax Deferred Annuity Plan
Sponsored by Island Peer Review Organization, Inc. · EIN 112662689 · Plan #002
- Total assets
- $63.4M
- Net assets
- $63.4M
- Active participants
- 344
- With balances
- 450
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $71,825 |