Helen Woodward Animal Center 403(b) Retirement Plan
Sponsored by Helen Woodward Animal Center · EIN 237228287 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 183
- With balances
- 185
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $26,177 |
| Mma Securities Llc | Investment advisory (plan), Consulting fees | $24,046 |