Rainier Trust 401(k) Retirement Plan
Sponsored by Investco L.L.C · EIN 843870453 · Plan #001
- Total assets
- $52.5M
- Net assets
- $52.5M
- Active participants
- 842
- With balances
- 1,073
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $94,044 |
| Nfp Retirement Inc | Investment advisory (plan) | $67,006 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $21,624 |
| Cbiz Cpas P.C. | Accounting | $16,400 |