AUMdb

Ballet Theatre Foundation, Inc. Tsa Plan (Dancers' Union)

Sponsored by Ballet Theatre Foundation, Inc. · EIN 131882106 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
97
With balances
155

Plan year beginning 01/01/2024 · Profit-sharing, 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
Empower Life & Annuity Insurance Co Direct payment from the plan, Recordkeeping fees $30,760
Old Slip Capital Management, Inc Investment advisory (plan), Direct payment from the plan $10,000
The Benefit Practice Contract administrator, Direct payment from the plan $712