Hillwood Estate, Museum & Gardens 403(b) Plan
Sponsored by Hillwood Estate, Museum & Gardens · EIN 526080752 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 120
- With balances
- 185
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $18,946 |
| One Digital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $18,000 |