Umpqua Health And Affiliated Companies Employee Savings Plan
Sponsored by Umpqua Health, Llc · EIN 461250214 · Plan #003
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 150
- With balances
- 225
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 | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$3,542 |