Woodberry Forest School Defined Contribution Retirement Plan
Sponsored by Woodberry Forest School · EIN 540519590 · Plan #003
- Total assets
- $77.3M
- Net assets
- $77.3M
- Active participants
- 262
- With balances
- 385
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment management, Investment management fees (indirect) | $85,004 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $61,172 |
| Hantzmon Wiebel, Llp | Accounting | $21,500 |