AUMdb

Western Washington U.A. Supplemental Pension Plan

Sponsored by Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan · EIN 911879397 · Plan #001

Total assets
$661M
Net assets
$661M
Active participants
4,139
With balances
6,354

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
Washington Capital Management Inc CRD 105253 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Milliman Contract administrator, Recordkeeping, Direct payment from the plan $420,401
Zenith American Solutions Contract administrator, Direct payment from the plan $395,654
Matrix Trust Company Float revenue, Distribution (12b-1) fees, Custodial (securities) $139,201
Washington Capital Management, Inc Investment management, Investment management fees (direct) $133,957
Verus Investment advisory (plan), Direct payment from the plan $52,500
Barlow & Coughran, Ps Legal, Direct payment from the plan $49,285
Anastasi, Moore & Martin, Pllc Accounting, Direct payment from the plan $25,856
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $22,523
Wells Fargo Bank Na Other services, Direct payment from the plan $12,215
Us Bank Custodial (securities), Direct payment from the plan $7,577
Segal Select Ins Services, Inc. Insurance brokerage commissions $0