Tra Minw, P.S. 401(k) Profit Sharing Plan And Trust
Sponsored by Tra Minw, P.S. · EIN 910979582 · Plan #002 · Tacoma, WA
- Total assets
- $172M
- Net assets
- $172M
- Active participants
- 480
- With balances
- 870
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 |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 97% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Tortoise Investment Management, Llc CRD 128723 | deterministic · 100% | 2024 |
| Columbia River Advisors, Llc CRD 154571 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edelman Financial Engines Adv Llc | Investment advisory (participants), Direct payment from the plan | $43,472 |
| Morgan Stanley Smith Barney | Investment advisory (participants), Direct payment from the plan | $23,786 |
| Tortoise Investment Management, Llc | Investment advisory (participants), Direct payment from the plan | $17,587 |
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $15,402 |
| Columbia River Advisors Llc | Investment advisory (participants), Direct payment from the plan | $13,710 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $13,192 |
| 25 Llc | Investment advisory (participants), Direct payment from the plan | $7,440 |
| Midway Financial Wealth Management | Investment advisory (participants), Direct payment from the plan | $7,265 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,355 |
| Envestnet Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $5,664 |