Washington Federal Bank 401(k) Plan
Sponsored by Washington Federal Bank · EIN 910135860 · Plan #001
- Total assets
- $225M
- Net assets
- $225M
- Active participants
- 2,211
- With balances
- 2,701
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 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Trustee (directed), Sub-transfer agency fees, Recordkeeping fees | $164,024 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $74,016 |
| Ubs Financial Services | Investment advisory (plan) | $56,717 |
| Plante & Moran, Pllc | Accounting | $40,950 |
| Harlowe & Falk Llp | Legal | $31,730 |