Ohio Education Association Employees 401(k) Savings Plan
Sponsored by Ohio Education Association · EIN 314269414 · Plan #004
- Total assets
- $99.5M
- Net assets
- $99.5M
- Active participants
- 180
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $92,790 |
| John Hancock Retirement Plan Svcs | Contract administrator, Participant loan processing, Direct payment from the plan | $69,867 |