University Of Puget Sound Retirement Savings Plan
Sponsored by The University Of Puget Sound · EIN 910564961 · Plan #001
- Total assets
- $354M
- Net assets
- $354M
- Active participants
- 923
- With balances
- 2,039
Plan year beginning 07/01/2024 · Total participant-directed account, Default investment account (QDIA), 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 | Distribution (12b-1) fees, Recordkeeping fees | $165,778 |
| Multnomah Group | Investment advisory (plan), Investment management fees (direct) | $52,980 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $25,200 |
| New Pinnacle Consulting Group, Llc | Consulting (general) | $3,745 |