The Wayside House, Inc. Tax Deferred Annuity Plan
Sponsored by The Wayside House, Inc. · EIN 410873104 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 64
- With balances
- 120
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Variable Annuity Life Ins Comp | Product termination fees, Direct payment from the plan, Other services | $1,745 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $2.6M | 64 | ack 20251015130211NAL0004618145001 |
| 01/01/2021 | $3.4M | 84 | ack 20250117164854NAL0013627347001 |