Northwest Portland Area Indian Health Board 403(b) Plan
Sponsored by Northwest Portland Area Indian Health Board · EIN 930718154 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 136
- With balances
- 143
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 |
|---|---|---|
| Sovereign Investment Advisors Llc CRD 149040 | fuzzy_auto · 99% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance | Contract administrator, Participant loan processing, Direct payment from the plan | $28,486 |
| Sovereign Investment Advisor Llc | Investment advisory (plan), Direct payment from the plan | $26,864 |
| Premier Retirement Services | Contract administrator, Direct payment from the plan, Other services | $1,575 |
| Mutual Of America Sec. Corp Llc | Recordkeeping, Participant loan processing, Other services | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |