AUMdb

Bank Of Eastern Oregon 401(k) And Employee Stock Ownership Plan

Sponsored by Bank Of Eastern Oregon · EIN 930326895 · Plan #001

Total assets
$28.8M
Net assets
$28.8M
Active participants
157
With balances
199

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
Benefit Plan Admin Services Consulting (pension), Investment advisory (plan), Investment management fees (direct) $57,211
Cap Financial Partners, Llc Trustee (institutional) $41,588
Trutina Financial Trustee (institutional) $12,697