Multnomah University 403(b) Retirement Plan
Sponsored by Multnomah University · EIN 930398802 · Plan #002
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 0
- With balances
- 91
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $537 |
| Tiaa Teachers Insurance & Annuity | Recordkeeping, Custodial (securities), Trustee (institutional) | $0 |