Cascade Health 401(k) Retirement Plan
Sponsored by Willamette Community Health Solutions D/B/A Cascade Health · EIN 930421470 · Plan #002
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 253
- With balances
- 283
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sittner & Nelson, Llc CRD 309757 | fuzzy_auto · 98% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sittner & Nelson Llc | Investment advisory (plan) | $40,684 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,603 |
| Empower Advisory Group, Llc | Investment management | $8,337 |