AUMdb

Northwest Agc Chapters Retirement Plan

Sponsored by Oregon Columbia Chapter Agc · EIN 931059035 · Plan #002

Total assets
$328M
Net assets
$328M
Active participants
3,426
With balances
6,810

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
Nwps $527,087
Reliant Consulting And Research $95,506
Charles Schwab Trust Company $73,594
Barran Liebman Llp Legal $50,220
Platform, Cpas, Llc Accounting $38,530
Bjorklund & Montplaisir $9,750