Leyden Family Service And Mental Health Center Tax Sheltered Annuity Plan
Sponsored by Leyden Family Service & Mental Health Center · EIN 362235147 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 83
- With balances
- 98
Plan year beginning 07/01/2021 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 97% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Participant loan processing, Other services | $29,196 |
| Definiti Llc | $1,413 | |
| Brighthouse Life Insurance Company | $120 | |
| Metropolitan Life Insurance Company | Contract administrator | $30 |
| Raymond James Financial Servic | Investment advisory (plan), Other investment fees and expenses | $0 |