Vendor Name and Hermiston Plan ID	Mutual Funds Offered	Annuities Offered
American Fidelity (Plan ID# 48255)		✔
American Funds (Plan ID# 831716617-EE, 254743237-ER)	✔
Franklin Templeton (Plan ID# 47327)	✔
Horace Mann (Plan ID# 36388 - I0117066101)		✔
Kansas City Life (Plan ID# C102260442)		✔
National Life Group (formerly LSW) (Plan ID# Plan ID# 45H (employee deferral) Plan ID# CR592GR (employer contributions))		✔
Penselect/ Foresters Financial (Plan ID# B250079)	✔
Putnam (Plan ID# 27045)	✔
T. Rowe Price (Plan ID# 101294 (Retail Trac))	✔ ✔

Hermiston Active 403(b) Vendor Comparison Chart: Marketing Method

Vendor Name and Hermiston Plan ID Company
Reps* Independent
Reps** DIY***
(no rep)

American Fidelity (Plan ID# 48255)        ✔

American Funds (Plan ID# 831716617-EE, 254743237-ER)        ✔

Franklin Templeton (Plan ID# 47327)        ✔

Horace Mann (Plan ID# 36388 - I0117066101)        ✔

Kansas City Life (Plan ID# C102260442)        ✔

National Life Group (formerly LSW) (Plan ID# Plan ID# 45H (employee deferral) Plan ID# CR592GR (employer contributions))        ✔

Penselect/ Foresters Financial (Plan ID# B250079)        ✔

Putnam (Plan ID# 27045)        ✔

T. Rowe Price (Plan ID# 101294 (Retail Trac))        ✔

*Company Affiliated Reps generally work with one particular vendor
**Independent Representatives may work with multiple vendors
***DIY means these are do-it-yourself options with no advisor

Notes:
1. Typically all products are subject to account administration fees and investment management expenses. Some annuity accounts may have surrender changes. Contact the vendor for full expense information.
2. Commissions or sales charges generally do not apply to DIY vendor accounts.
3. There may be additional legacy vendors under the 403(b) Plan. For more information contact Carruth Compliance Consulting (CCC) at 503-968-8961 or send us an inquiry on this page: https://www.ncompliance.com/ask-ccc.aspx

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Page Last Modified: 8/13/2024 4:07:39 PM