AUMdb

West Ohio Community Action Partnership 403(b) Plan

Sponsored by West Ohio Community Action Partners Ip · EIN 341717109 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
86
With balances
97

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
Genex Consulting Investment management, Shareholder servicing fees $16,831
Nationwide Investment management, Shareholder servicing fees $10,511
Nationwide Retirement Plans Investment management, Shareholder servicing fees $786
Iron Fiduciary Investment management, Shareholder servicing fees $673
Nationwide Investment management, Shareholder servicing fees $437