Woods Hole Oceanographic Institution Defined Contribution Retirement Plan
Sponsored by Woods Hole Oceanographic Institution · EIN 042105850 · Plan #002
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 1,466
- With balances
- 1,453
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $114,037 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $1,123 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan | $800 |