Stb Retirement Savings Plan
Sponsored by Seattle Tacoma Box Company · EIN 910402210 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 228
- With balances
- 262
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 |
|---|---|---|
| Oliver Capital Management, Llc CRD 127606 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oliver Capital Management Inc | Investment advisory (plan) | $55,479 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,525 |