Community Memorial Healthcare Inc. Tax Deferred Annuity Plan
Sponsored by Community Memorial Healthcare Inc. · EIN 480630224 · Plan #002
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 205
- With balances
- 176
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 |
|---|---|---|
| Pronvest, Llc Dba Future Capital CRD 119081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Future Capital | Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) | $10,721 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Recordkeeping fees | $0 |