Clara Barton Hospital Tax Deferred Annuity Plan
Sponsored by Clara Barton Hospital · EIN 480576039 · Plan #002
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 343
- With balances
- 320
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) | $22,225 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $844 |
| Gallagher Benefit Svcs Inc | Consulting (general), Consulting fees | $0 |