Staff Retirement Plan Of The Washington Education Association
Sponsored by Washington Education Association · EIN 910460645 · Plan #001
- Total assets
- $191M
- Net assets
- $191M
- Active participants
- 188
- With balances
- 0
Plan year beginning 09/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pinnacle Associates, Ltd. CRD 110631 | fuzzy_auto · 95% | 2024 |
| Hoisington Investment Management Co CRD 107710 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc | Actuarial, Direct payment from the plan | $142,003 |
| Rvk, Inc | Investment advisory (plan), Investment management fees (direct) | $92,652 |
| U.S. Bank | Trustee (institutional), Direct payment from the plan | $50,112 |
| Pinnacle Assoc. Ltd | Investment management, Investment management fees (direct) | $48,558 |
| Hoisington Investment Management Co | Investment management, Investment management fees (direct) | $40,221 |
| State Street Global Advisors Trust | Investment management, Investment management fees (direct) | $31,912 |
| Barlow & Coughran, P.S. | Legal, Direct payment from the plan | $30,000 |
| Tremper & Co. Llp | Accounting, Direct payment from the plan | $18,043 |