Retirement Plan For Employees Of Mckenzie Willamette Hospital
Sponsored by Cascade Health · EIN 930421470 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.4M
- Active participants
- 82
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dana Investment Advisors, Inc. | Investment advisory (plan) | $127,189 |
| Independent Actuaries, Inc. | Actuarial | $40,610 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $31,581 |
| Jones & Roth, P.C. | Accounting | $20,550 |
| Capital Bank And Trust Co. | Actuarial | $7,798 |
| Bank Of America | Custodial (securities) | $5,490 |