Oakwood Healthcare, Inc. Cash Balance Plan
Sponsored by Oakwood Healthcare, Inc. · EIN 381405141 · Plan #003
- Total assets
- $282M
- Net assets
- $282M
- Active participants
- 1,645
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Plan administrator, Consulting (pension) | $901,233 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $70,323 |
| Comerica Bank | Custodial (securities), Trustee (institutional), Investment management | $36,440 |
| Gjc Cpa's & Advisors | Accounting, Direct payment from the plan | $18,450 |
| Northern Trust Company | Trustee (individual), Trustee (institutional), Direct payment from the plan | $14,130 |