AUMdb

Greeley County Health Services Inc. Tax Deferred Annuity Plan

Sponsored by Greeley County Health Services Inc. · EIN 300078435 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
119
With balances
141

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Pronvest, Llc Dba Future Capital CRD 119081 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Future Capital Accounting, Investment advisory (participants), Investment advisory (plan) $5,011
American United Life Insurance Co Recordkeeping, Participant communication, Direct payment from the plan $975