Seattle Symphony Savings Plan
Sponsored by Seattle Symphony Orchestra · EIN 910667412 · Plan #004
- Total assets
- $48.7M
- Net assets
- $48.7M
- Active participants
- 1,079
- With balances
- 305
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Consulting (general), Participant loan processing | $30,341 |
| Rbc Capital Markets | Shareholder servicing fees, Sub-transfer agency fees, Distribution (12b-1) fees | $28,244 |
| Matrix Trust Company | Custodial (securities) | $9,006 |
| Mscs Financial Services | Custodial (securities) | $0 |