The Oxbridge Academy 403(b) Plan
Sponsored by Oxbridge Academy Foundation, Inc., Dba Oxbridge Academy · EIN 943435402 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 141
- With balances
- 181
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $58,329 |
| Sageview Advisory Consulting Group | Investment advisory (plan), Other fees | $0 |