AUMdb

Kingswood Oxford School, Inc. Tax Deferred Annuity Plan

Sponsored by Kingswood Oxford School · EIN 060646688 · Plan #003

Total assets
$35.2M
Net assets
$35.2M
Active participants
185
With balances
299

Plan year beginning 01/01/2024 · Total participant-directed account

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
Voya Retirement Ins & Annuity Co Other fees $158,234