Montgomery Baptist Outreach Services Corporation 403 B Plan
Sponsored by Montgomery Baptist Outreach Services Corporation · EIN 630813275 · Plan #002
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 354
- With balances
- 726
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $16,026 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Investment management | $857 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |