AUMdb

Woodland Pond 403(b) Pension Plan

Sponsored by Woodland Pond · EIN 300164277 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
373
With balances
178

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benefit Plans Admin Services, Inc. Recordkeeping, Trustee (institutional), Participant loan processing $15,167
Healthcare Community Securities Cor Recordkeeping fees $9,405