Pacific Northwest University Of Health Sciences 403(b) Retirement Plan
Sponsored by Pacific Northwest University Of Health Sciences · EIN 061744054 · Plan #004
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 245
- With balances
- 273
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $118,955 |
| Alegria Asset Management | Other services, Direct payment from the plan, Other fees | $1,000 |
| Osaic Wealth | Investment advisory (plan), Consulting (general), Other fees | $0 |