AUMdb

Northwest Pathology 401(k) Plan

Sponsored by Northwest Pathology, Ps · EIN 911385504 · Plan #004

Total assets
$7.4M
Net assets
$7.4M
Active participants
119
With balances
110

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
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oppenheimer & Co Inc Investment advisory (plan), Direct payment from the plan $40,150
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $22,990