Seattle Pacific University Employee Savings Plan 403(b)
Sponsored by Seattle Pacific University · EIN 910565553 · Plan #001
- Total assets
- $79.2M
- Net assets
- $79.2M
- Active participants
- 653
- With balances
- 917
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $114,871 |
| Clark Nuber, Ps | Accounting, Direct payment from the plan | $14,280 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $400 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |