Seattle Pacific University Defined Contribution Retirement Plan
Sponsored by Seattle Pacific University · EIN 910565553 · Plan #002
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 446
- With balances
- 1,107
Plan year beginning 07/01/2024 · Default investment account (QDIA), 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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $140,517 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $649 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |