Seattle Foundation Defined Contribution Retirement Plan
Sponsored by Seattle Foundation · EIN 916013536 · Plan #001
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 70
- With balances
- 169
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping | $33,759 |
| Lpl Financial Llc Rpcp | Investment advisory (participants), Investment advisory (plan) | $25,592 |
| Hunnex And Shoemaker, Inc. | Contract administrator | $3,627 |