Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan And Trust
Sponsored by Shannon & Wilson, Inc. · EIN 910745357 · Plan #333 · Seattle, WA
- Total assets
- $130M
- Net assets
- $128M
- Active participants
- 373
- With balances
- 556
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 |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan) | $48,750 |
| Merrill Lynch, Pierce, Fenner&Smith | Investment advisory (participants) | $40,030 |
| Nwps | Recordkeeping, Participant loan processing, Recordkeeping fees | $32,125 |
| Robert W. Baird | Investment advisory (participants) | $14,593 |
| Jp Morgan | Investment advisory (participants) | $5,079 |