Pacificorp K Plus Employee Savings Plan
Sponsored by Pacificorp · EIN 930246090 · Plan #009
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 5,334
- With balances
- 7,199
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 |
|---|---|---|
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advised Assets Group, Llc | Investment advisory (participants), Direct payment from the plan | $1,145,979 |
| Great West Life & Annuity Ins Co | Recordkeeping, Custodial (other), Custodial (securities) | $676,841 |
| Jpmorgan Chase Bank, N.A. | Investment management, Direct payment from the plan, Investment management fees (direct) | $294,221 |
| Pimco | Investment management, Direct payment from the plan, Investment management fees (direct) | $178,871 |
| Invesco | Investment management, Direct payment from the plan, Investment management fees (direct) | $150,094 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $53,000 |
| Aon Investments Usa Inc | Consulting (general), Direct payment from the plan | $46,250 |
| Jackson Lewis Pc | Legal, Direct payment from the plan | $33,174 |
| Willis Towers Watson | Consulting (general), Direct payment from the plan | $12,962 |