Pomperaug Woods, Inc. Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan
Sponsored by Pomperaug Woods, Inc. · EIN 061073286 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 172
- With balances
- 131
Plan year beginning 10/01/2024 · 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, Participant loan processing, Direct payment from the plan | $16,953 |
| Wells Thomas, Llc | Contract administrator, Other services, Direct payment from the plan | $13,554 |
| Morgan Stanley Smith Barney Llc | Other services, Other commissions, Other fees | $0 |