Oregon Episcopal School Defined Contribution Retirement Plan
Sponsored by Oregon Episcopal School · EIN 930386915 · Plan #001
- Total assets
- $60.8M
- Net assets
- $60.8M
- Active participants
- 287
- With balances
- 325
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $44,992 |