Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan
Sponsored by Ohio State University Physicians, Inc. · EIN 311447726 · Plan #002
- Total assets
- $58.7M
- Net assets
- $58.7M
- Active participants
- 2,180
- With balances
- 2,344
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Participant loan processing, Other services | $428,691 |
| Aps Pentegra | Recordkeeping, Participant loan processing, Participant communication | $63,168 |
| Proaccount | Insurance agents and brokers, Investment management, Securities brokerage | $8,152 |
| Morgan Stanley Smith Barney Llc | Insurance agents and brokers, Investment management, Securities brokerage | $0 |