AUMdb

Options For Southern Oregon, Inc. 403(b) Plan

Sponsored by Options For Southern Oregon, Inc. · EIN 930804385 · Plan #001

Total assets
$28.8M
Net assets
$28.8M
Active participants
519
With balances
530

Plan year beginning 07/01/2024 · 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
Variable Annuity Life Insurance Co Recordkeeping fees $80,482