AUMdb

Bethany Christian Services Tax Sheltered Savings Retirement Plan

Sponsored by Bethany Christian Services, Inc. · EIN 381405282 · Plan #002

Total assets
$64.6M
Net assets
$64.6M
Active participants
1,812
With balances
2,756

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $265,261
Plante & Moran, Pllc Recordkeeping, Investment advisory (plan) $14,250
Empower Advisory Group Llc Investment advisory (participants), Direct payment from the plan $1,774