Cascade Pension Trust Money Purchase Pension Plan
Sponsored by Board Of Trustees, Cascade Pension Trust Money · EIN 936105946 · Plan #001
- Total assets
- $425M
- Net assets
- $425M
- Active participants
- 2,271
- With balances
- 4,890
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| National Real Estate Advisors, Llc CRD 148615 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Quest Investment Management, Inc | Investment management, Direct payment from the plan | $240,000 |
| Benesys, Inc | Contract administrator, Direct payment from the plan | $108,980 |
| Us Bank, Na | Custodial (securities), Direct payment from the plan | $59,132 |
| Bennett Hartman Morris & Kaplan | Legal, Direct payment from the plan | $42,888 |
| Standard Financial Group | Contract administrator, Recordkeeping, Direct payment from the plan | $39,920 |
| Jb Nibley Insurance | Consulting (pension), Direct payment from the plan | $33,375 |
| Oregon Pacific Cascade Chapter Neca | Recordkeeping, Direct payment from the plan | $29,734 |
| National Real Estate Advisors, Llc | Investment management, Investment management fees (direct) | $23,348 |
| Platform Cpas Llp | Accounting, Direct payment from the plan | $16,148 |