Oregon Tool 401(k) Retirement Profit Sharing Plus Plan
Sponsored by Oregon Tool, Inc. · EIN 630593908 · Plan #006
- Total assets
- $295M
- Net assets
- $295M
- Active participants
- 924
- With balances
- 1,792
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $104,122 |
| Robert W. Baird Inc. | Investment advisory (plan), Investment management | $58,623 |
| Kbf Cpas Llp | Accounting | $17,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$191,572 |