AUMdb

Oregon Shakespeare Festival Association 403(b) Plan

Sponsored by Oregon Shakespeare Festival Association · EIN 930407022 · Plan #003

Total assets
$7.4M
Net assets
$7.4M
Active participants
385
With balances
221

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fiona K Cosmann Insurance agents and brokers, Insurance services $13,363