Cascade Eye & Skin Centers, P.C. Retirement Plan
Sponsored by Cascade Eye & Skin Centers, P.C. · EIN 911525215 · Plan #001
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 289
- With balances
- 325
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 |
|---|---|---|
| Retirement Consulting Group, Inc. CRD 311184 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $43,428 |
| Retirement Consulting Grou, Inc | Investment advisory (participants), Investment advisory (plan), Participant communication | $40,600 |
| Dwyer Pembertn & Coulson Pc | Accounting, Direct payment from the plan | $15,750 |
| Charles Schwab Trust Bank | Recordkeeping, Custodial (securities), Direct payment from the plan | $11,691 |