AUMdb

Cascade Eye & Skin Centers, P.C. Cash Balance Plan

Sponsored by Cascade Eye & Skin Centers, P.C. · EIN 911525215 · Plan #002

Total assets
$4.1M
Net assets
$4.1M
Active participants
212
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Retirement Consulting Group, Inc. CRD 311184 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nwps Actuarial, Recordkeeping, Consulting (pension) $21,585
Dwyer, Pemberton & Coulson Pc Accounting, Direct payment from the plan $17,524
Retirement Consulting Group, Inc. Investment advisory (participants), Investment advisory (plan), Participant communication $10,000