Portland Art Museum 401(k) Retirement Plan
Sponsored by Portland Art Museum · EIN 930391604 · Plan #003
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 111
- With balances
- 135
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Investment Advisors | Investment advisory (plan), Direct payment from the plan | $17,626 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Participant loan processing | $2,439 |