The Oregon Tool Retirement Plan
Sponsored by Oregon Tool, Inc. · EIN 630593908 · Plan #011
- Total assets
- $61.3M
- Net assets
- $61.1M
- Active participants
- 137
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Management Trust Company | Accounting, Direct payment from the plan | $347,754 |
| Fidelity Management Trust Company | Investment advisory (plan), Investment management fees (direct) | $241,589 |
| Robert W Baird & Co | Investment advisory (plan), Named fiduciary, Other services | $47,813 |
| Kbf Cpas Llp | Accounting, Direct payment from the plan | $17,000 |