Sponsor portfolio
BADGLEY PHELPS WEALTH MANAGERS, LLC
EIN 86-3967539investment managementLatest filing 2024
Plans
1
Retirement
1
$14.8M assets
Welfare
0
Participants
50
1420 FIFTH AVENUE, SUITE 3200 - SEATTLE, WA 98101206-623-6172badgley.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BADGLEY PHELPS WEALTH MANAGERS, LLC 401(K) PLAN | 401k | $14.8M | 50 | 2024 |
Retirement plans