Propeller 401(k) Profit Sharing Plan Trust
Sponsored by Propeller · EIN 455286846 · Plan #001 · Portland, OR
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 145
- With balances
- 243
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,943 |
| Jones & Roth, P.C. | Accounting | $13,300 |