Pacific Northwest Ballet Assoc Employee Benefit Plan (Artists)
Sponsored by Pacific Northwest Ballet · EIN 910897129 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 341
- With balances
- 227
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Clifton Larson Allen | Accounting | $11,020 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,367 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$12,351 |