Pacific Lutheran University 403(b) Retirement Plan
Sponsored by Pacific Lutheran University · EIN 910565571 · Plan #001
- Total assets
- $240M
- Net assets
- $240M
- Active participants
- 592
- With balances
- 1,538
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $146,815 |
| Multnomah Group, Inc | Consulting (general), Direct payment from the plan | $32,708 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $5,400 |