AUMdb

Clackamas County Childrens Commission 403(b) Plan

Sponsored by Clackamas County Childrens · EIN 930624672 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
223
With balances
219

Plan year beginning 09/01/2024 · 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
Lincoln National Corporation Contract administrator $10,308
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $1,572
Onedigital Investment Advisors Llc Investment advisory (plan), Consulting fees $1,281