AUMdb

Great Plains Health Alliance Tax Deferred Annuity Plan

Sponsored by Great Plains Health Alliance · EIN 480617739 · Plan #002

Total assets
$37.9M
Net assets
$37.9M
Active participants
1,019
With balances
1,201

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
Pronvest, Llc Dba Future Capital CRD 119081 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Future Capital Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) $49,115
American United Life Insurance Co. Recordkeeping, Participant communication, Direct payment from the plan $4,449
Gallagher Benefit Svcs Inc. Consulting (general), Consulting fees $0