The Allison Inn 401(k) Plan
Sponsored by The Allison Inn & Spa Llc · EIN 262292053 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 171
- With balances
- 161
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 |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | 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 |
|---|---|---|
| Multnomah Group Inc | Investment advisory (plan) | $7,239 |
| Empower Annuity Insurance Company | Recordkeeping fees | $4,290 |
| Mt. Hood Pension Service, Llc | Contract administrator | $1,233 |
| Empower Advisory Group, Llc | Investment management | $2 |