AUMdb

The Meadows Of Napa Valley & Saratoga Retirement Community 403(b) Plan

Sponsored by Odd Fellows Home Of California · EIN 941251113 · Plan #002

Total assets
$16.4M
Net assets
$16.4M
Active participants
535
With balances
411

Plan year beginning 01/01/2024 · 401(k)

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
Lincoln National Corporation Contract administrator $94,645
Pensionmark Financial Group Llc Contract administrator $49,459