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Benefits Intelligence/Broker Directory/Oregon

Aldrich Cpas And Advisors

Salem, OR

Aldrich Cpas And Advisors of Salem, OR is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$29,686

Quick answer

Aldrich Cpas And Advisors (Salem, OR) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Aldrich Cpas And Advisors have?
Aldrich Cpas And Advisors is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Aldrich Cpas And Advisors's largest employer clients?
By plan participants, the largest include Childrens Primary Care Medical Group, Inc. (171 participants).
Where is Aldrich Cpas And Advisors located?
Aldrich Cpas And Advisors is based in Salem, OR.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Aldrich Cpas And Advisors on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Childrens Primary Care Medical Group, Inc.CA1712025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.