The Woodbridge Group Retirement Savings Plan
Sponsored by The Woodbridge Group · EIN 391505258 · Plan #001
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 2,277
- With balances
- 2,068
Plan year beginning 01/01/2024 · 401(k)
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, Participant loan processing, Direct payment from the plan | $189,181 |
| Alliant Insurance Services, Inc. | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Usi Consulting Group | Investment advisory (plan), Direct payment from the plan | $26,890 |
| Usi Consulting Group | Consulting (pension), Consulting fees | $15,960 |
| Bdo Usa | Other services, Other fees | $13,500 |