AUMdb

The Ohio Masonic Home 403(b) Retirement Savings Plan

Sponsored by The Ohio Masonic Home · EIN 310536997 · Plan #002

Total assets
$15.8M
Net assets
$15.8M
Active participants
574
With balances
910

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Newport Group, Inc. Recordkeeping $82,374
Pnc Institutional Asset Management Investment advisory (plan) $27,576