Investment & Employee Stock Ownership Plan Of Avista
Sponsored by Avista Corporation · EIN 910462470 · Plan #003 · Spokane, WA
- Total assets
- $843M
- Net assets
- $843M
- Active participants
- 1,994
- With balances
- 2,646
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers, Inc. | Investment advisory (participants), Direct payment from the plan | $461,878 |
| Vanguard Group Inc. | Recordkeeping, Consulting (general), Participant loan processing | $175,648 |
| Sageview Advisory Group Llc | Investment advisory (plan), Investment management fees (direct) | $72,877 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $64,325 |
| Seyfarth Shaw | Legal, Direct payment from the plan | $5,509 |