Seiu 775 Secure Retirement Plan
Sponsored by Board Of Trustees, Seiu 775 Secure Retirement Trust · EIN 474321390 · Plan #001
- Total assets
- $498M
- Net assets
- $497M
- Active participants
- 80,027
- With balances
- 86,803
Plan year beginning 07/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Solutions Llc | Contract administrator, Direct payment from the plan | $2,759,310 |
| Seiu 775 Benefits Group | Plan administrator, Direct payment from the plan | $1,171,400 |
| Propel Insurance | Insurance agents and brokers, Insurance services, Direct payment from the plan | $131,348 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $49,651 |
| Clark Nuber Ps | Accounting, Direct payment from the plan | $45,687 |
| Qualtrics, Llc | Other services, Direct payment from the plan | $44,253 |
| Rbc Wealth Management | Investment advisory (plan), Investment management, Direct payment from the plan | $39,500 |
| Barlow & Coughran, P.S. | Legal, Direct payment from the plan | $36,300 |
| Seiu Healthcare 775 Nw | Participant communication, Other services, Direct payment from the plan | $30,045 |
| Interpro Translation Solutions | Participant communication, Direct payment from the plan | $28,807 |
| Abracadabra Printing Inc | Copying and duplicating, Direct payment from the plan | $28,743 |
| Tremendous, Inc. | Other services, Direct payment from the plan | $20,000 |
| Convergence Networks (Swat Systems) | Consulting (general), Direct payment from the plan | $11,309 |
| John Jones | Consulting (general), Direct payment from the plan | $10,620 |
| Cdw Direct | Other services, Direct payment from the plan | $7,695 |
| Shiftup | Consulting (general), Other services, Direct payment from the plan | $6,026 |
| Smartsheet.Com, Inc. | Other services, Direct payment from the plan | $5,941 |
| Fern Exposition Services Llc | Other services, Direct payment from the plan | $5,779 |
| Elizabeth Knaster Consulting Llc | Consulting (general), Direct payment from the plan | $5,772 |
| Diligent Corporation | Other services, Direct payment from the plan | $5,770 |
| Capco (Formerly Neos) | Other services, Direct payment from the plan | $5,638 |