Mt. Hood Meadows Oreg., Llc 401(k) Savings Plan
Sponsored by Mt. Hood Meadows Oreg., Llc · EIN 930555410 · Plan #002
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 188
- With balances
- 187
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 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 |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $27,442 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,820 |
| Empower Advisory Group, Llc | Investment management | $2,670 |