AUMdb

Oup Usa Thrift Plan

Sponsored by The Chancellor, Masters And Scholars Of The University Of Oxford · EIN 986001062 · Plan #002

Total assets
$29.5M
Net assets
$29.5M
Active participants
245
With balances
494

Plan year beginning 04/01/2024 · Total participant-directed account, 401(m) arrangement, 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
Fid Inv Inst Ops Co Participant loan processing, Recordkeeping fees, Account maintenance fees $53,299