Ind Acct Plan For The Oregon Sheet Metal Workers
Sponsored by Bot Oregon Sheet Metal Workers Master Retirement Trust · EIN 936018501 · Plan #002
- Total assets
- $62.7M
- Net assets
- $62.7M
- Active participants
- 681
- With balances
- 1,393
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 |
|---|---|---|
| The William C. Earhart Company Inc. | Contract administrator, Direct payment from the plan | $81,251 |
| John Hancock Retirement Service | Plan administrator, Recordkeeping, Direct payment from the plan | $72,360 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $27,275 |
| Verus Advisory, Inc | Consulting (general), Investment management fees (direct) | $17,000 |
| Ogletree, Deakins, Nash, Et Al. | Legal, Direct payment from the plan | $6,604 |