AUMdb

The Village Care Tax Deferred Annuity Plan

Sponsored by Village Care Of New York · EIN 133854754 · Plan #001

Total assets
$88.0M
Net assets
$88.0M
Active participants
1,114
With balances
1,594

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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
Empower Life & Annuity Insurance Co Recordkeeping fees $107,391
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $203