River Oak Center For Children 403 B Plan
Sponsored by River Oak Center For Children · EIN 942519001 · Plan #002
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 142
- With balances
- 236
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $35,674 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,420 |
| Valic | Custodial (securities), Investment advisory (participants), Investment management | $1,191 |