Portland General Electric Company 401 K Plan
Sponsored by Portland General Electric Company · EIN 930256820 · Plan #005
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 2,868
- With balances
- 4,085
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $603,683 |
| Mercer Investments Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $402,528 |
| Fidelity Inv. Inst. Ops. Co. | Recordkeeping, Participant loan processing, Recordkeeping fees | $92,049 |
| Seyfarth Shaw | Legal, Direct payment from the plan | $75,210 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $47,499 |
| Towers Watson Delaware | Consulting (general), Direct payment from the plan | $14,342 |