Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust
Sponsored by Port Townsend Paper Corporation · EIN 911226624 · Plan #002 · Port Townsend, WA
- Total assets
- $63.9M
- Net assets
- $63.9M
- Active participants
- 306
- With balances
- 380
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 |
|---|---|---|
| Lucid Advisors, Inc. CRD 116639 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Plan Services | Recordkeeping, Consulting (pension), Participant loan processing | $47,467 |
| Smith Bunday Perman Britton, P.S. | Accounting | $34,259 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $27,653 |
| Lucid Advisors, Inc. | Investment advisory (plan), Investment advisory (participants), Participant communication | $26,000 |