Golden Gate University Retirement Plan
Sponsored by Golden Gate University · EIN 941585735 · Plan #002
- Total assets
- $87.6M
- Net assets
- $87.6M
- Active participants
- 238
- With balances
- 646
Plan year beginning 01/01/2024 · 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 |
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $55,424 |
| Multnomah Group, Inc | Consulting (general), Investment advisory (plan), Investment management | $43,613 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $21,630 |
| Empower Annuity Insur. Co. America | Recordkeeping, Recordkeeping fees | $546 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |