Woodburn Nursery & Azaleas, Inc. Retirement Plan And Trust
Sponsored by Woodburn Nursery & Azaleas, Inc. · EIN 931074688 · Plan #002
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 134
- With balances
- 152
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 |
|---|---|---|
| Deschutes Portfolio Strategy, Llc CRD 155424 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Deschutes Portfolio Strategy L | Investment advisory (plan), Consulting fees | $32,859 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $31,233 |