AUMdb

Southern Oregon Head Start Retirement Plan

Sponsored by Southern Oregon Child And Family Council, Inc. · EIN 930564896 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
385
With balances
638

Plan year beginning 11/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Automatic enrollment

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $1,182