Oregon Research Institute 403(b) Retirement Savings Plan
Sponsored by Oregon Research Institute · EIN 930495655 · Plan #001
- Total assets
- $41.4M
- Net assets
- $41.4M
- Active participants
- 99
- With balances
- 194
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Nfp Retirement Inc. | Investment advisory (plan) | $40,275 |
| Economic Group Pension Services Inc | Contract administrator | $19,623 |
| Baker Tilly Us, Llp | Accounting | $17,115 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,583 |
| Economic Group Pension Services Inc | Accounting | $1,006 |