AUMdb

Energy Trust Of Oregon, Inc. Retirement Savings Plan

Sponsored by Energy Trust Of Oregon, Inc. · EIN 931313663 · Plan #001

Total assets
$29.0M
Net assets
$29.0M
Active participants
175
With balances
209

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $3,135
Cable Hill Partners Investment advisory (plan), Other fees $0