AUMdb

Delta Dental Of Washington Savings Plan

Sponsored by Delta Dental Of Washington · EIN 910621480 · Plan #002 · Seattle, WA

Total assets
$100M
Net assets
$100M
Active participants
508
With balances
645

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
R.V. Kuhns & Associates, Inc. CRD 18005 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $28,860
R.V. Kuhns & Associates, Inc. Investment advisory (plan) $10,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$27,733