Oregon District Foundry Pension Plan
Sponsored by Joint Board Of Trustees, Oregon District Foundry Pension Trust · EIN 936028742 · Plan #001
- Total assets
- $42.9M
- Net assets
- $42.8M
- Active participants
- 0
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Quest Investment Management | Investment management, Investment management fees (direct), Non-monetary compensation | $150,357 |
| Uea Inc | Contract administrator, Direct payment from the plan | $79,571 |
| Us Bank | Custodial (securities), Direct payment from the plan, Investment management fees (direct) | $35,077 |
| David Dougherty Llc | Actuarial, Consulting (pension), Direct payment from the plan | $34,650 |
| Withumsmith+Brown Pc | Accounting, Direct payment from the plan | $19,613 |
| Beacon Employment Law | Legal | $18,182 |
| Ogletree Deakins | Legal, Direct payment from the plan | $8,566 |