AUMdb

Bastyr University 403(b) Dc Plan

Sponsored by Bastyr University · EIN 911036794 · Plan #001 · Kenmore, WA

Total assets
$45.5M
Net assets
$45.5M
Active participants
328
With balances
552

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
Multnomah Group, Inc. CRD 132131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Multnomah Group, Inc. Investment management, Investment management fees (direct) $5,085