Children's Hope Alliance Tax Deferred Annuity Plan
Sponsored by Childrens Hope Alliance · EIN 383672492 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 317
- With balances
- 376
Plan year beginning 10/01/2024 · 401(m) arrangement, 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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $55,469 |
| Maxus Plan Solutions, Inc | Other services, Other fees, Contract administrator | $5,379 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |