Greater Oregon Behavioral Health 401(k) Psp
Sponsored by Greater Oregon Behavioral Health · EIN 931144014 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 127
- With balances
- 189
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Moss Adams | Accounting, Direct payment from the plan | $23,101 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $20,295 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $19,111 |