The Floating Hospital Tax Sheltered Annuity Plan
Sponsored by The Floating Hospital, Inc. · EIN 131624169 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 239
- With balances
- 298
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| A P S Pentegra | Contract administrator, Plan administrator, Recordkeeping | $23,266 |
| Iron Co Fid Index Comprehensive | Investment advisory (plan) | $5,438 |
| Nationwide | Custodial (securities), Investment management, Recordkeeping fees | $3,653 |
| Nationwide Life Insurance Company | Investment advisory (plan) | $1,088 |
| Mml Insurance Agency, Llc | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $0 |
| Lpl Financial Llc | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $0 |