Calportland Money Purchase Pension Plan For Hourly Employees
Sponsored by Glacier Northwest, Inc. · EIN 911518360 · Plan #003
- Total assets
- $56.2M
- Net assets
- $56.2M
- Active participants
- 817
- With balances
- 1,048
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Vanguard Group, Inc | Recordkeeping | $35,547 |
| Fidelity Instmts Instttnl Ops Llc | Recordkeeping fees, Account maintenance fees | $15,011 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $214 |