Washington Athletic Club Employees Retirement Plan
Sponsored by Washington Athletic Club · EIN 910459640 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 29
- With balances
- 0
Plan year beginning 01/01/2024
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 | $41,407 |
| Highland Capital Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $18,000 |