Oregon Anesthesiology Group, P.C. 401(k) Profit Sharing Plan
Sponsored by Oregon Anesthesiology Group, P.C. · EIN 931013923 · Plan #001
- Total assets
- $386M
- Net assets
- $386M
- Active participants
- 195
- With balances
- 355
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 |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $80,387 |
| Aldrich Wealth Limited Partnership | Investment advisory (plan), Direct payment from the plan | $74,999 |
| The Lam Group Inc | Other fees | $21,102 |
| Skyline Financial Northwest Inc | Other fees | $8,330 |
| Tru Independence Asset Management | Other fees | $5,341 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,754 |