Shoestring Valley Holdings Retirement Plan
Sponsored by Shoestring Valley Holdings Inc. · EIN 930422424 · Plan #001 · Portland, OR
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 416
- With balances
- 465
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 |
|---|---|---|
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Quest Investment Management Inc | Investment management, Direct payment from the plan | $376,521 |
| John Hancock Life Insurance Co. | Recordkeeping, Float revenue, Soft dollars commissions | $50,329 |
| Raymond James Financial Services | Investment advisory (participants) | $46,916 |
| Ferguson Wellman Capital Management | Securities brokerage, Direct payment from the plan | $9,713 |
| Independent Retirement Consulting | Contract administrator | $2,700 |