Carruth Compliance Consulting

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Eugene Public Schools


This Vendor Page has not been approved by Pershing,
but the information provided should be useful to you.

Pershing - General Status

Pershing currently does not have the ability to associate individual accounts with employer plans, therefore currently does not offer an ISA option that covers plans but rather individual participants accounts. Unfortunately, the lack of plan levelISAs and the inability to offer information on all accounts under a given employer's plan does not meet compliance needs for plan administrative purposes. Until this issue is resolved, no ISAs will be signed for Pershing. Loans are not allowed from Pershing accounts from CCC Client Plans.

Pershing Web Homepage

Pershing Homepage may be accessed here .

Product Information

Click the link(s) below for information on Pershing investment products:

Fee Information

Click the link(s) below for information on the fees associated with Pershing accounts:

403(b) Investment Options

Pershing offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Pershing does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Pershing are marketed using the following approaches:

Helpful Employee Resources

Pershing has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Pershing provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Pershing, please visit our General Pershing Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.


Pershing - Eugene 4J Status

Eugene School District (AKA Lane County School District No. 4J) has a Direct Information Sharing Agreement in place with this vendor.

Pershing Plan Number

When contacting Pershing or its local contacts, have ready your Eugene 4J - Pershing PLAN OR GROUP NUMBER: To Be Determined

Eugene 4J EIN

When contacting Pershing or its local contacts, you may require the Eugene 4J EIN: 936000566

Eugene 4J Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Pershing on Eugene 4J list of authorized vendors.

Request Additional Information from Pershing

Contact Pershing directly if you have additional questions about Pershing products or services.

Information Sharing Agreement, If Applicable

Pershing has NOT signed any Direct Information Sharing Agreement with Eugene 4J or any Umbrella Information Sharing Agreement with CCC. Consequently, Pershing is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Eugene 4J 403(b) accounts.

Employer Minimum Contribution

Eugene 4J does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Pershing does not require any monthly contribution amount .

Eugene 4J Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Eugene 4J 403(b) Plan and much more on the Eugene 4J Information Page, available by clicking here.