AUMdb

Oakridge School 403(b) Tda Plan

Sponsored by The Oakridge School · EIN 751656802 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
233
With balances
261

Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement

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
Teachers Insurance & Annuity Assoc Recordkeeping $495