Point Loma Nazarene University Retirement Plan
Sponsored by Point Loma Nazarene University · EIN 951644035 · Plan #001
- Total assets
- $171M
- Net assets
- $171M
- Active participants
- 644
- With balances
- 1,135
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, ERISA 404(c) participant-directed
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 | Contract administrator, Recordkeeping, Participant loan processing | $129,706 |
| Multnomah Group, Inc. | Investment advisory (plan), Direct payment from the plan | $26,840 |
| Insero & Company Cpas, Llp | Accounting, Direct payment from the plan | $15,825 |