Bay Area Lutheran Homes, Inc. Tax Sheltered Annuity Plan
Sponsored by Bay Area Lutheran Homes, Inc. · EIN 391034534 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 352
- With balances
- 144
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Trust, N.A. | Recordkeeping, Consulting (pension), Custodial (securities) | $16,773 |
| Global Retirement Partners Llc | Investment advisory (plan), Investment management fees (direct) | $14,810 |