Casey Family Programs 401(a) Employer Funded Long Term Savings Plan And Trust
Sponsored by Casey Family Programs · EIN 910793881 · Plan #001
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 330
- With balances
- 564
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Float revenue, Distribution (12b-1) fees, Recordkeeping fees | $3,940 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |