Seattle Roots Community Health 401(k) Plan
Sponsored by Seattle Roots Community Health · EIN 237100868 · Plan #002
- Total assets
- $24.0M
- Net assets
- $23.9M
- Active participants
- 287
- With balances
- 539
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $40,000 |
| Usi Consulting Group, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $10,385 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $5,724 |
| Charles Schwab & Co., Inc. | Custodial (other), Custodial (securities), Investment management fees (indirect) | $0 |