Copiers Northwest, Inc. Profit Sharing & Savings Plan
Sponsored by Copiers Northwest, Inc. · EIN 911339376 · Plan #003
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 192
- With balances
- 234
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
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 | $33,872 |
| Raymond James | Investment advisory (plan) | $25,789 |
| Cbiz | Accounting | $8,662 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $7,793 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,320 |