Seattle Aquarium Society 403(b) Plan
Sponsored by Seattle Aquarium Society · EIN 911189249 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 259
- With balances
- 293
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $54,847 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $11,912 |
| Trutina Financial | Investment advisory (plan), Direct payment from the plan | $11,398 |
| Flex Plan Retirement Services, Inc. | Other services, Other fees | $0 |