Bacon County Hospital Tax Sheltered Annuity Plan
Sponsored by Bacon County Health Services, Inc. · EIN 582224545 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 767
- With balances
- 243
Plan year beginning 01/01/2024 · Profit-sharing, 401(m) arrangement, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $83,703 |
| Orenda Retirement | Other services, Other fees, Contract administrator | $10,740 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |