Volunteers Of America Of Oregon, Inc. Employer Discretionary Plan
Sponsored by Volunteers Of America Of Oregon, Inc. · EIN 930395591 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 279
- With balances
- 401
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $29,580 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $16,621 |
| Pension Plan Specialists, Pc | Consulting (pension), Consulting fees | $8,280 |