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Sponsor portfolio

OSWEGO CREST FINANCIAL GROUP, LLC

EIN 20-3436606-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
4
5000 SW MEADOWS ROAD, SUITE 399 - LAKE OSWEGO, OR 97035503-496-5400
Plans on this EIN
1 filing
#001401k-$1.8M - 4 part

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Retirement#001

OSWEGO CREST FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$1.8M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OSWEGO CREST FINANCIAL GROUP 401(K) PROFIT SHARING PLAN401k$1.8M42024
Retirement plans
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