Powell's Books Retirement 401(k) And Savings Plan
Sponsored by Powell's Books, Inc. · EIN 930794762 · Plan #001
- Total assets
- $30.5M
- Net assets
- $30.5M
- Active participants
- 312
- With balances
- 421
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $79,542 |
| Sageview Advisory Group, Llc | Accounting, Direct payment from the plan | $55,663 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |