Vna Of The Treasure Coast 403(b) Plan
Sponsored by Visiting Nurse Association Of The Treasure Coast, Inc. · EIN 592664912 · Plan #002
- Total assets
- $20.1M
- Net assets
- $20.1M
- Active participants
- 445
- With balances
- 638
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $70,865 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Consulting fees | $44,263 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Insurance mortality and expense | $3,040 |
| Charles Schwab Trust Company | Custodial (securities), Shareholder servicing fees | $0 |