Seiu Local 503 Retirement Plan
Sponsored by Seiu Local 503, Oregon Public Employees Union · EIN 930323147 · Plan #002
- Total assets
- $32.9M
- Net assets
- $32.9M
- Active participants
- 174
- With balances
- 268
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aldrich Wealth Advisor | Investment management, Investment management fees (direct), Investment advisory (participants) | $92,635 |
| Nwps | Recordkeeping, Direct payment from the plan, Contract administrator | $24,563 |
| Charles Schwab & Co, Inc. | Investment advisory (plan), Investment management, Shareholder servicing fees | $9,191 |