Ojai Valley School, Inc. Profit Sharing Plan
Sponsored by Ojai Valley School, Inc. · EIN 951661099 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 125
- With balances
- 226
Plan year beginning 09/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Holthouse Carlvin & Van Trigit Llp | Accounting | $6,990 |
| Onedigital Investment Advisors | Investment advisory (plan) | $5,721 |
| Tiaa | Recordkeeping fees | $1,542 |