One Degree 403(b) Plan
Sponsored by One Degree · EIN 593831966 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 9
- With balances
- 105
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Westhill Financial Advisors, Inc. CRD 152506 | 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) | $44,877 |
| Westhill Financial Advisors, Inc | Investment advisory (plan), Consulting fees | $19,811 |