The Connecticut Hospice Inc. Tax Sheltered Annuity Plan
Sponsored by The Connecticut Hospice Inc · EIN 060878822 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 166
- With balances
- 124
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $36,483 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $16,679 |
| Marcum Llp | Accounting, Other fees | $0 |