Seattle Metropolitan Chamber Of Commerce 401(k) Plan
Sponsored by Seattle Metropolitan Chamber Of Commerce · EIN 910402330 · Plan #002
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 58
- With balances
- 150
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newfront Retirement Services Inc | Investment advisory (plan) | $28,423 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,314 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,026 |