Pinewood Oakwood School 403(b) Retirement Plan
Sponsored by Creative Center Of Los Altos · EIN 941527492 · Plan #001
- Total assets
- $41.5M
- Net assets
- $41.5M
- Active participants
- 208
- With balances
- 311
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $14,346 |
| Tiaa Teachers Insurance And Annui | Accounting, Direct payment from the plan | $13,811 |
| Armanino Llp | Custodial (other), Direct payment from the plan, Recordkeeping fees | $13,773 |