Northeast Ohio Neighborhood Health Services, Inc. Tax Sheltered Annuity Plan
Sponsored by Northeast Ohio Neighborhood Health Services Inc · EIN 341014291 · Plan #002
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 180
- With balances
- 165
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Participant-directed brokerage accounts, Default investment account (QDIA)
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 |
|---|---|---|
| Merrill Lynch | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $26,362 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $19,146 |