AUMdb

The Oaks Academy Dc Plan

Sponsored by The Oaks Academy, Inc. · EIN 352050595 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
135
With balances
145

Plan year beginning 01/01/2024

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
Tiaa Direct payment from the plan, Contract administrator, Custodial (other) $6,004