Alternative Services Oregon, Inc. 403 B/Erisa Tax Sheltered Annuity Plan
Sponsored by Alternative Services Oregon, Inc. · EIN 931014288 · Plan #001
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 218
- With balances
- 246
Plan year beginning 01/01/2024 · Profit-sharing, Partial participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group Llc | Recordkeeping, Direct payment from the plan | $36,085 |
| Sentinel Pension Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $10,224 |