Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat
Sponsored by Brattleboro Retreat · EIN 030107360 · Plan #002
- Total assets
- $43.0M
- Net assets
- $43.0M
- Active participants
- 532
- With balances
- 665
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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $108,270 |
| Trg Investment Advisors, Llc | Contract administrator | $46,798 |