Woodward Academy Retirement Plan
Sponsored by Woodward Academy, Inc. · EIN 580625584 · Plan #004
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 628
- With balances
- 896
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $85,661 |
| Mma Securities Llc | Investment advisory (plan) | $35,000 |
| Cap Financial Partners, Llc | Investment advisory (participants) | $29,715 |
| Smith & Howard, Pc | Accounting | $15,000 |
| Alston & Bird, Llp | Investment advisory (plan) | $9,717 |