Benaroya Research Institute At Virginia Mason 403(b) Retirement Plan
Sponsored by Benaroya Research Institute At Virginia Mason · EIN 910653422 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 285
- With balances
- 717
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets Corp.. | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $34,760 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $3,625 |