Community Action Organization 403(b) Retirement Plan
Sponsored by Community Action Organization · EIN 412899048 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 347
- With balances
- 285
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | 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) | $41,842 |
| Onedigital Investment Advisors, Llc | Investment advisory (plan), Consulting fees | $25,998 |