AUMdb

Archbright Multiple Employer Plan As Adopted By Association Services Of Washington, Inc.

Sponsored by Association Services Of Washington, Inc. · EIN 911356269 · Plan #004

Total assets
$12.9M
Net assets
$12.9M
Active participants
80
With balances
132

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

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $20,482
Pentegra Services Inc. Contract administrator $18,187
Capfinancial Partners Llc Investment advisory (plan) $17,540
Trutina Financial Llc Other fees $5,452