AUMdb

Oregon Brewing Co. 401 K Profit Sharing Plan

Sponsored by Oregon Brewing Company · EIN 930996650 · Plan #002

Total assets
$5.8M
Net assets
$5.8M
Active participants
167
With balances
122

Plan year beginning 01/01/2024 · 401(k)

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
Foster & Wood Recordkeeping, Trustee (institutional), Other services $20,185
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,948
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0