Whites Residential And Family Services Tax Deferred Annuity Plan
Sponsored by Whites Residential Family And Services · EIN 350883520 · Plan #002
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 295
- With balances
- 305
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $30,946 |
| Morgan Stanley | Investment advisory (plan) | $17,152 |
| National Benefit Services, Llc | Contract administrator | $2,975 |
| Empower Advisory Group, Llc | Investment management | $698 |