403(b) Thrift Plan Of Oakland Family Services
Sponsored by Oakland Family Services · EIN 381358388 · Plan #003
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 130
- With balances
- 217
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $18,754 |
| Sentinel Pension Advisors | Investment advisory (plan), Investment management fees (direct) | $8,637 |