Coldstream 401(k) Plan
Sponsored by Coldstream Capital Management, Inc. · EIN 931052371 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 185
- With balances
- 198
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Plan Services | Recordkeeping, Consulting (general), Participant loan processing | $19,010 |
| Charles Schwab Trust Bank | Recordkeeping, Custodial (securities), Participant loan processing | $8,413 |