AUMdb

Pine Tree Legal Assistance Tax Sheltered Annuity Plan

Sponsored by Pine Tree Legal Assistance, Inc. · EIN 010279387 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
93
With balances
149

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $557