Oregon Education Association Staff Pension Plan
Sponsored by Oregon Education Association · EIN 930243443 · Plan #001
- Total assets
- $48.8M
- Net assets
- $48.8M
- Active participants
- 78
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rreef America L.L.C. CRD 109596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rvk, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $78,528 |
| Independent Actuaries Inc. | Actuarial, Direct payment from the plan | $34,230 |
| U.S Bank National Association | Custodial (securities), Other services, Direct payment from the plan | $30,195 |
| Champlain Sm Cap Fd Llc | Investment management | $29,830 |
| Rreef America L.L.C. | Investment management, Investment management fees (indirect) | $22,179 |
| Withumsmith+Brown,Pc | Accounting, Direct payment from the plan | $13,520 |