Bay Area Community Services 403(b) Plan
Sponsored by Bay Area Community Services, Inc. · EIN 941708069 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 643
- With balances
- 272
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $51,602 |
| Osaic Wealth, Inc. | Investment advisory (plan), Consulting fees | $24,099 |
| Woodbury Financial Services, Inc | Investment advisory (plan), Consulting fees | $6,406 |