Defender Association Of Philadelphia Tax Deferred Annuity Plan
Sponsored by Defender Association Of Philadelphia · EIN 231445669 · Plan #001
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 718
- With balances
- 913
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Digital Investment Advisors | Investment advisory (participants), Direct payment from the plan | $31,000 |
| Kreischer Miller | Accounting, Direct payment from the plan | $20,440 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $13,977 |
| Resources Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,750 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $549 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |