AUMdb

Western Washington Medical Group 401(k) Retirement Plan And Trust

Sponsored by Western Washington Medical Group, Inc., P.S. · EIN 911602128 · Plan #001

Total assets
$106M
Net assets
$106M
Active participants
349
With balances
548

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

Linked investment advisers

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

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Northwest Plan Services Recordkeeping, Participant loan processing, Sub-transfer agency fees $74,747
Rbc Wealth Management Investment advisory (participants), Investment advisory (plan) $56,068
Matrix Trust Co. Trustee (institutional) $32,753