AUMdb

Ohio Living 403(b) Plan

Sponsored by Ohio Living · EIN 344429863 · Plan #002

Total assets
$72.5M
Net assets
$72.5M
Active participants
2,442
With balances
3,957

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valic Retirement Services Co Custodial (securities), Investment advisory (participants), Investment management $260,691
Voya Retirement Ins. And Annuity Co Recordkeeping fees $0