Action For Boston Community Development Tax Sheltered Annuity Plan
Sponsored by Action For Boston Community Development · EIN 042304133 · Plan #002
- Total assets
- $43.5M
- Net assets
- $43.5M
- Active participants
- 918
- With balances
- 1,246
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Partial participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $109,573 |
| Ropes & Gray Llp | Legal | $23,893 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $13,981 |
| Kbc Holdings Llc Dba Kanon Bloch Ca | Investment advisory (plan) | $5,299 |