Pacific Northwest Ballet Association Employee Benefit Plan (Staff)
Sponsored by Pacific Northwest Ballet · EIN 910897129 · Plan #002
- Total assets
- $14.1M
- Net assets
- $14.1M
- Active participants
- 185
- With balances
- 136
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallan Llp | Accounting | $10,769 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,855 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$7,250 |