United Way Of King County 403(b) Plan
Sponsored by United Way Of King County · EIN 910565555 · Plan #004
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 122
- With balances
- 185
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 |
|---|---|---|
| Hohimer Wealth Management, Llc CRD 300140 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hohimer Wealth Management, Llc | Investment advisory (plan), Direct payment from the plan | $21,440 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $6,236 |
| Hunnex And Shoemaker Inc | Contract administrator, Direct payment from the plan, Other services | $1,125 |