AUMdb

Snohomish County Public Defender Association 403(b) Plan

Sponsored by Snohomish County Public Defender Association · EIN 910906333 · Plan #001

Total assets
$25.3M
Net assets
$25.3M
Active participants
162
With balances
208

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $68,350
Principal Securities Inc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0