Greater Bergen Comm Action Inc. Tsa Plan
Sponsored by Greater Bergen Community Action, Inc. · EIN 221818014 · Plan #002
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 503
- With balances
- 384
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | 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 |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan) | $48,689 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $19,510 |
| Empower Advisory Group, Llc | Investment management | $7,636 |
| The Angell Pension Group, Inc | Contract administrator | $7,200 |