AUMdb

Urban League Of Metropolitan Seattle 403(b) Retirement Plan

Sponsored by Urban League Of Metropolitan Seattle · EIN 910575954 · Plan #001

Total assets
$1.3M
Net assets
$1.3M
Active participants
135
With balances
219

Plan year beginning 01/01/2024 · 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Investment management, Shareholder servicing fees $6,984
Nationwide Investment management, Shareholder servicing fees $394
Nationwide Retirement Plans Investment management, Shareholder servicing fees $201
Morgan Stanley Smith Barney Llc Investment management, Shareholder servicing fees $0
Morgan Stanley Smith Barney Ll Investment management, Shareholder servicing fees $0