Barry Robinson Center Matching Tax Deferred Annuity Plan
Sponsored by Barry Robinson Center · EIN 541038721 · Plan #002
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 281
- With balances
- 516
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Trustage | Recordkeeping, Account maintenance fees, Direct payment from the plan | $31,176 |
| Wells Fargo Advisors | Investment advisory (participants) | $11,249 |
| Pbmares, Llp | Other insurance fees and expenses | $6,036 |