Umpqua Bank 401(k) And Profit Sharing Plan
Sponsored by Columbia Banking System, Inc. · EIN 911422237 · Plan #001
- Total assets
- $761M
- Net assets
- $761M
- Active participants
- 4,695
- With balances
- 7,418
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $459,782 |
| Highland Capital Advisors, Llc | Consulting (general) | $75,000 |