Northwest Energy Efficiency Alliance Retirement Plan
Sponsored by Northwest Energy Efficiency Alliance, Inc. · EIN 931228867 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 104
- With balances
- 142
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Deschutes Investment Consulting, Llc CRD 155312 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Deschutes Investment Consulting | Investment advisory (plan), Consulting fees | $48,519 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $41,674 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |