Oakwood Healthcare, Inc. Union Cash Balance Plan
Sponsored by Oakwood Healthcare, Inc. · EIN 381405141 · Plan #004
- Total assets
- $42.6M
- Net assets
- $42.6M
- Active participants
- 662
- 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) | $397,092 |
| Gjc Cpa's & Advisors | Accounting, Direct payment from the plan | $18,450 |
| Comerica Bank | Custodial (securities), Trustee (institutional), Investment management | $17,290 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $10,836 |