Oregon Laborers Employers Defined Contribution And 401(k) Plan
Sponsored by Board Of Trustees Oregon Laborers Employers Pension Trust Fund · EIN 276434385 · Plan #001
- Total assets
- $21.0M
- Net assets
- $20.9M
- Active participants
- 4,003
- With balances
- 4,811
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 |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (general), Participant communication | $251,985 |
| William C. Earhart Co., Inc. | Contract administrator, Direct payment from the plan | $68,346 |
| Weinberg, Roger & Rosenfeld | Legal, Direct payment from the plan | $22,168 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $19,521 |
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $15,475 |
| Broadridge Matrix Trust Co. | Recordkeeping, Custodial (securities), Trustee (directed) | $11,365 |
| Olt Admin, Llc | Other services, Direct payment from the plan | $8,815 |