AUMdb

Edith Wharton Restoration Tax Deferred Annuity Plan

Sponsored by Edith Wharton Restoration, Inc. · EIN 042666846 · Plan #002

Total assets
Net assets
Active participants
20
With balances
22

Plan year beginning 01/01/2024 · Total participant-directed account

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).

No Schedule C on file for this plan year.