AUMdb

Retirement Plan For Employees Of The Avista Corporation

Sponsored by Avista Corporation · EIN 910462470 · Plan #001 · Spokane, WA

Total assets
$614M
Net assets
$614M
Active participants
1,169
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
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Blackrock Financial Management Investment management, Investment management fees (direct) $286,413
Verus Advisory, Inc. Investment management, Investment management fees (direct) $283,400
Willis Towers Watson Us Llc Actuarial, Direct payment from the plan $184,111
Jpmcb Strategic Property Fund Investment management, Investment management fees (direct) $159,925
Fixed Income Finance Pgim Inc Investment management, Investment management fees (direct) $148,290
Us Bank Trustee (institutional), Direct payment from the plan $121,128
Ubs Trumbull Property Fund Investment management, Investment management fees (direct) $61,167
Jpmorganchase Investment management, Investment management fees (direct) $52,873
Pgim Real Estate Us Debt Fund Investment management, Investment management fees (direct) $37,830
Moss Adams Llp Accounting, Direct payment from the plan $29,400
Seyfarth Shaw Llp Legal, Direct payment from the plan $9,481
Oaktree Investment management, Investment management fees (direct), Contract administrator $7,366