University Of Portland Defined Contribution And Tax Deferred Annuity
Sponsored by University Of Portland · EIN 930401259 · Plan #001
- Total assets
- $263M
- Net assets
- $263M
- Active participants
- 787
- With balances
- 1,479
Plan year beginning 06/01/2024 · 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 |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $114,048 |
| Multnomah Group, Inc. | Investment advisory (plan), Investment management fees (direct) | $50,018 |
| Moss Adams | Accounting | $17,400 |