Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LAIRD NORTON WETHERBY TRUST COMPANY, LLC
EIN 91-0822389Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$58.8M assets
Welfare
0
Participants
326
801 SECOND AVE, STE 1600 - SEATTLE, WA 98104800-426-5100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $58.8M assets / 326 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LNW RETIREMENT PLAN
401k
Assets$57.7M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WETHERBY ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LNW RETIREMENT PLAN | 401k | $57.7M | 227 | 2024 | |
| 002 | WETHERBY ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 99 | 2024 |
Retirement plans