Family Of Woodstock, Inc. Retirement Plan
Sponsored by Family Of Woodstock, Inc. · EIN 141537663 · Plan #001
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 206
- With balances
- 239
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The David J. Yvars Group Inc. CRD 328901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $27,479 |
| The David J. Yvars Group | Investment advisory (plan), Direct payment from the plan | $12,279 |