AUMdb

The West Oakland Health Council Retirement Savings Plan

Sponsored by The West Oakland Health Council · EIN 941667294 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
115
With balances
156

Plan year beginning 01/01/2024 · Money purchase, Default investment account (QDIA), ERISA 404(c) participant-directed

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
Equitable Life Insurance Co. Recordkeeping, Trustee (directed), Investment management $55,357