Oakwood Village University Woods Homes, Inc. 403(b) Plan
Sponsored by Oakwood Village University Woods Homes, Inc. · EIN 390790565 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 711
- With balances
- 391
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $27,165 |
| The Hays Financial Group Llc | Investment advisory (plan) | $9,959 |
| Cliftonlarson Allen, Llp | Accounting | $4,095 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $3,815 |