Efrat Hurvitz signed Seattle Aquarium Society's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seattle Aquarium Society's EIN is 91-1189249.
Download the official 2024 Form 5500 (PDF) for Seattle Aquarium Society from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seattle Aquarium Society's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various 403(b) Contracts and Custodial Accounts | Other securities | — | — | $14.4M | 99.7% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $45K | 0.3% |
| TRUTINA FINANCIAL |
| 47-0995939 |
| — |
| INVESTMENT ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEX-PLAN RETIREMENT SERVICES, INC. | 80-0102330 | ISSAQUAH, WA | OTHER SERVICES | $0 | — |
