Lnw Retirement Plan
Sponsored by Laird Norton Wetherby Trust Company, Llc · EIN 910822389 · Plan #001
- Total assets
- $57.7M
- Net assets
- $57.7M
- Active participants
- 191
- With balances
- 227
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 |
|---|---|---|
| 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 |
|---|---|---|
| Nwps | Contract administrator, Recordkeeping, Participant communication | $21,374 |
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $19,301 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Trustee (institutional) | $6,289 |