Northwest Pump & Equipment Co. 401(k) Profit Sharing Plan
Sponsored by Northwest Pump & Equipment Co. · EIN 930480429 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 385
- With balances
- 367
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | 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 | $44,220 |
| Usi Advisors | Investment advisory (plan) | $12,500 |