Davis Wright Tremaine Llp Cash Balance Pension Plan
Sponsored by Davis Wright Tremaine, Llp · EIN 910839480 · Plan #002
- Total assets
- $98.2M
- Net assets
- $98.2M
- Active participants
- 160
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Actuaries, Inc. | Actuarial | $50,850 |
| Ubs Financial Services Inc. | Investment advisory (plan), Account maintenance fees | $27,672 |
| Moss Adams Llp | Accounting | $24,150 |
| Matrix Trust Company | Trustee (institutional) | $16,957 |