Pacific University Section 403(b) Plan
Sponsored by Pacific University · EIN 930386892 · Plan #001
- Total assets
- $243M
- Net assets
- $243M
- Active participants
- 1,342
- With balances
- 1,615
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).
| Firm | Match | Plan year |
|---|---|---|
| Prudent Investor Advisors, Llc CRD 121922 | 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) | $191,825 |
| Endeavor Retirement, Llc | Consulting (pension), Direct payment from the plan | $23,868 |
| Prudent Investor Advisors,Llc | Investment management, Direct payment from the plan | $19,123 |
| Kbf Cpas Llp | Accounting, Direct payment from the plan | $18,000 |