Palo Alto University, Inc. Combined 403(b) Plan
Sponsored by Palo Alto University, Inc · EIN 942340692 · Plan #001
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 227
- With balances
- 343
Plan year beginning 08/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Multnomah Group, Inc | Investment advisory (plan) | $32,341 |
| Hood & Strong Llp | Accounting | $12,000 |
| Tiaa | Recordkeeping fees | $11,746 |