AUMdb

Puget Sound Electrical Workers 401(k) Savings Plan

Sponsored by Board Of Trustees Puget Sound Electrical Workers 401(k) Savings Plan · EIN 916180326 · Plan #001

Total assets
$622M
Net assets
$622M
Active participants
7,974
With balances
8,061

Plan year beginning 06/01/2024 · 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
Welfare & Pension Admin Service Inc Contract administrator, Copying and duplicating, Direct payment from the plan $739,755
John Hancock Retirement Plan Serv Recordkeeping, Participant loan processing, Direct payment from the plan $441,676
Barlow Coughran Morales & Josephson Legal, Direct payment from the plan $51,556
Verus Advisory, Inc. Investment advisory (plan), Direct payment from the plan $27,083
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $21,174
Rael & Letson Actuarial, Consulting (pension), Direct payment from the plan $11,455