AUMdb

Seattle Bank Profit Sharing & Salary Deferral Plan

Sponsored by Seattle Bank · EIN 911984151 · Plan #001

Total assets
$18.3M
Net assets
$18.3M
Active participants
96
With balances
173

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Rbc Retirement Plan Advisors Investment advisory (participants), Investment advisory (plan), Investment management $34,493
Northwest Plan Services Recordkeeping, Consulting (pension), Participant loan processing $24,543
Charles Schwab Trust Bank Custodial (securities) $5,098