Oregon Community Credit Union 401(k) Plan And Trust
Sponsored by Oregon Community Credit Union · EIN 930492535 · Plan #033
- Total assets
- $67.8M
- Net assets
- $67.8M
- Active participants
- 605
- With balances
- 703
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 |
|---|---|---|
| Retirement Consulting Group, Inc. CRD 311184 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Pensions Northwest, Llc | Other services, Other fees | $61,244 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $60,220 |
| Retirement Consulting Group Inc | Investment advisory (plan) | $40,000 |
| Empower Advisory Group, Llc | Investment management | $9,059 |