Greenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan
Sponsored by Westminster Village Greenwood, Inc. · EIN 351516199 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 355
- With balances
- 187
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 Llc | Investment advisory (plan), Consulting fees | $23,840 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $11,111 |