AUMdb

Center For Human Services 403(b) Plan

Sponsored by Center For Human Services · EIN 237082323 · Plan #001 · Shoreline, WA

Total assets
$2.7M
Net assets
$2.7M
Active participants
152
With balances
185

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $8,364
Northwestern Mutual Wealth Mgt Investment advisory (plan) $7,461
Hunnex And Shoemaker Inc Contract administrator $3,957
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $50
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0