North Santiam Paving Co. 401(k) Profit Sharing Plan
Sponsored by North Santiam Paving Company · EIN 930627856 · Plan #003
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 88
- With balances
- 109
Plan year beginning 03/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aldrich Wealth Limited Partnership | Investment advisory (plan) | $40,622 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,363 |
| Meihaus Cpa, Pc | Accounting | $13,500 |
| Prime Retirement Solutions Llc | Contract administrator | $2,600 |