Southern Oregon Aspire Inc 403(b) Plan
Sponsored by Southern Oregon Aspire Inc · EIN 930654596 · Plan #001
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 136
- With balances
- 127
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 |
|---|---|---|
| Harfst And Associates, Inc. CRD 145090 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Contract administrator, Recordkeeping, Direct payment from the plan | $15,252 |
| Harfst & Associates, Inc | Investment advisory (plan) | $8,471 |