AUMdb

Relief International Voluntary Tax Deferred Annuity Plan

Sponsored by Relief International · EIN 954300662 · Plan #003

Total assets
$6.3M
Net assets
$6.3M
Active participants
29
With balances
109

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $2,440