Skookum 401(k) Retirement Plan
Sponsored by Skookum Educational Programs · EIN 911434778 · Plan #001
- Total assets
- $51.5M
- Net assets
- $51.5M
- Active participants
- 1,399
- With balances
- 1,685
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $207,213 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Consulting fees | $67,407 |
| Reliance | Custodial (securities), Shareholder servicing fees | $0 |