Filings through .
Filed July 6, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $96,584 |
GREENSPRING ADVISORS, LLC1+ years Service code 27 · EIN 20-1611389 | Advisory (Plan) | $85,471 |
Filed as: TRANSAMERICA FIDUCIARY SERVICES Service code 14 · EIN 42-1484983 | Plan Administrator | $56,942 |
CREATIVE PLANNING LLC1+ years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $5,060 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $91 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.