Oaks Integrated Care, Inc. 403(b) Plan
Sponsored by Oaks Integrated Care, Inc. · EIN 237048397 · Plan #001
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 86
- With balances
- 277
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
| Innovative Investment Fiduciaries, Llc CRD 159814 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $19,468 |
| Envestnet Retirement Solutions Llc | Investment advisory (plan) | $14,267 |
| Innovative Investment Fiduciaries | Investment advisory (plan) | $10,700 |