Bellevue Club Savings Plan
Sponsored by Pacific Recreation Associates · EIN 411319546 · Plan #001 · Bellevue, WA
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 323
- With balances
- 259
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great West Life & Annuity Insurance | Recordkeeping fees | $40,296 |
| Hagen, Kurth, Perman & Co., Ps | Accounting | $18,000 |
| Evergreen Retirement Plan Consultin | Contract administrator | $13,012 |
| Empower Advisory Group, Llc | Investment management | $3,339 |
| Osaic Wealth Inc | Other commissions | $0 |
| Woodbury Financial Services | Other commissions | $0 |