AUMdb

Downtown Seattle Association 401(k) Retirement Plan

Sponsored by Downtown Seattle Association · EIN 910681761 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
157
With balances
95

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Investment advisory (plan), Direct payment from the plan $19,474
Hunnex & Shoemaker Direct payment from the plan $6,350
Ascensus Llc Direct payment from the plan, Recordkeeping fees $5,200
Merrill Lynch Direct payment from the plan, Investment management $0