403(b) Tax Deferred Annuity Plan For Employees Of Variety Child Learning Center
Sponsored by Variety Child Learning Center · EIN 112157326 · Plan #003
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 388
- With balances
- 283
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).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Investment management fees (direct), Investment management | $44,916 |
| Sentinel Benefits Group, Llc | Recordkeeping, Distribution (12b-1) fees, Sub-transfer agency fees | $29,531 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (institutional) | $6,260 |