AUMdb

Montana State University Foundation 403(b) Dc Plan

Sponsored by Montana State University Foundation, Inc. · EIN 816001649 · Plan #002

Total assets
$18.3M
Net assets
$18.3M
Active participants
72
With balances
172

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $8,507