The Hearthstone Retirement Plan
Sponsored by Lutheran Retirement Home Of Greater Seattle · EIN 910743702 · Plan #002
- Total assets
- $10.3M
- Net assets
- $10.2M
- Active participants
- 195
- With balances
- 271
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 |
|---|---|---|
| Nwps | Recordkeeping, Recordkeeping fees, Participant loan processing | $23,168 |
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan) | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees, Sub-transfer agency fees | $0 |