AUMdb

Ochsner Clinic Foundation 403(b) Plan

Sponsored by Ochsner Clinic Foundation · EIN 720502505 · Plan #003

Total assets
$194M
Net assets
$194M
Active participants
35,054
With balances
4,924

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Participant-directed brokerage accounts, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $105,984
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Custodial (securities) $86,308