Fulton County Health Center Tax Deferred Annuity Plan
Sponsored by Fulton County Health Center · EIN 344428214 · Plan #005
- Total assets
- $33.6M
- Net assets
- $33.6M
- Active participants
- 906
- With balances
- 968
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
| Capital Asset Advisory Services, Llc. CRD 110929 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Asset Advisory Services Llc | Investment advisory (plan), Direct payment from the plan | $74,305 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $63,460 |
| Larson Financial Group Llc | Securities brokerage, Securities brokerage commissions | $1,720 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $51 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |