Tanager Place Employee 403(b) Retirement Plan
Sponsored by Tanager Place · EIN 420688079 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 308
- With balances
- 394
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 |
|---|---|---|
| Futureplan By Ascensus | Plan administrator | $34,616 |
| Lincoln Retirement Services | Recordkeeping | $33,736 |
| Bergankdv | Investment advisory (plan) | $11,500 |