AUMdb

Reed College Retirement Plan

Sponsored by The Reed College · EIN 930386908 · Plan #001

Total assets
$255M
Net assets
$255M
Active participants
653
With balances
1,482

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $158,524
Multnomah Group, Inc. Investment management, Direct payment from the plan, Investment management fees (indirect) $56,961
Insero & Company Cpas, Llp Accounting $16,000
New Pinnacle Consulting Group, Llc Consulting (general) $6,643