AUMdb

Cascadia Health Retirement Plan

Sponsored by Cascadia Behavioral Healthcare, Inc. · EIN 930770054 · Plan #003

Total assets
$38.9M
Net assets
$38.9M
Active participants
1,150
With balances
748

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Newport Group, Inc. Contract administrator, Recordkeeping, Custodial (securities) $49,247