L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan
Sponsored by L.B.J. & C. Development Corporation · EIN 620724384 · Plan #004
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 201
- With balances
- 115
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, Direct payment from the plan, Recordkeeping fees | $1,968 |
| Kestra Investment Services Llc | Other services, Other commissions, Other fees | $0 |