AUMdb

Morehouse College Tax Deferred Annuity Plan

Sponsored by Morehouse College · EIN 580566205 · Plan #002

Total assets
$17.7M
Net assets
$17.7M
Active participants
603
With balances
385

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
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $14,168
Variable Annuity Life Insurance Co. Recordkeeping, Consulting (pension), Investment advisory (plan) $137