Northwest Permanente, P.C., Cash Balance Plan
Sponsored by Northwest Permanente, P.C. · EIN 930698548 · Plan #006
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 1,191
- 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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Investment advisory (plan), Direct payment from the plan | $228,897 |
| Milliman, Inc. | Actuarial, Recordkeeping, Consulting (pension) | $163,039 |
| State Street Corporation | Custodial (other), Direct payment from the plan | $5,000 |