AUMdb

Kline Galland Center Tax Sheltered Annuity Plan

Sponsored by Kline Galland Center · EIN 911154904 · Plan #001

Total assets
$45.7M
Net assets
$45.7M
Active participants
959
With balances
1,089

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

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 $10,068