Cascade West Title Company, Llc Dba Cw Title 401(k) Plan
Sponsored by Cascade West Title Company, Llc Dba Cw Title · EIN 542029762 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.2M
- Active participants
- 225
- With balances
- 190
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Investment advisory (participants), Redemption fees, Direct payment from the plan | $20,000 |
| Usi Consulting Group | Recordkeeping, Participant loan processing, Direct payment from the plan | $11,839 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $3,394 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |