Washington Athletic Club 401(k) Savings Plan
Sponsored by Washington Athletic Club · EIN 910459640 · Plan #002
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 217
- With balances
- 310
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 |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $41,322 |
| Highland Capital Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $14,987 |