Northwest
AK, Northern California, HI, ID, Northern Nevada, OR, WA
Plan Name | Plan Type | SDBA Provider
Alaska Airlines Co. (pilots only) | SDBA | Fidelity BrokerageLink
Aleut Corporation | SDBA | Schwab PCRA
City of Anchorage, AK | SDBA | TDAmeritrade SDBA/Schwab PCRA
Cook Inlet Region 401k | SDBA | Fidelity BrokerageLink
Foundation Health Partners | SDBA | Fidelity BrokerageLink
GCI | SDBA | Fidelity BrokerageLink
University of Alaska | Core Overlay | Fidelity
Providence Health & Service | Non-Discretionary | Fidelity BrokerageLink
Plan Name | Plan Type | SDBA Provider
Adventist Healthcare Retire | SDBA | Alight (Hewitt) SDBA
American Airlines | SDBA | Fidelity BrokerageLink
Charter | Non-Discretionary | Fidelity BrokerageLink
City and County of Honolulu | Non-Discretionary | Voya w/ TDAmeritrade SDBA
Hawaii Department of Educ | Core Overlay | Aspire
Delta Airlines | SDBA | Fidelity BrokerageLink
Department of Education - | SDBA | Aspire
Duty Free Stores | SDBA | Fidelity BrokerageLink
Hawaii Permanente/Kaiser | SDBA | Fidelity BrokerageLink -OR- TDAmeritrade SDBA
Hawaiian Airlines, Inc Pilots | SDBA | Empower Brokerage Services with Schwab PCRA
Hilton Hotels | SDBA | Schwab PCRA
Kamehameha Schools | SDBA | TDAmeritrade SDBA
Matson International | SDBA | Fidelity BrokerageLink
Queen's Health System | SDBA | Fidelity BrokerageLink
Servco | SDBA | Fidelity BrokerageLink
Southwest Airlines - Pilots | SDBA | Schwab PCRA, Empower Brokerage Services
State of Hawaii / Island Savi | SDBA | Prudential SDBA
Time Warner Cable | SDBA | Fidelity BrokerageLink
University of Hawaii | Core Overlay | Aspire
United Airlines | SDBA | Schwab PCRA -OR- Fidelity BrokerageLink
Univeristy of Hawaii | SDBA | Aspire
Waianae Coast Comprehen | SDBA | Empower Brokerage Services
Plan Name | Plan Type | SDBA Provider
Boise Cascade | SDBA | Principal Financial Group
Boise Paper | SDBA | Alight (Hewitt) SDBA
Boise State | Core Overlay | Fidelity
Boise State University | Core Overlay | Fidelity
CenturyLink | SDBA | Schwab PCRA
City of Boise | SDBA | Empower Brokerage Services w/ TDAmeritradeSDBA
Hewlett-Packard Company | SDBA | Fidelity BrokerageLink
Idaho Power | SDBA | T. Rowe Price with Schwab PCRA
Idaho State | Core Overlay | Fidelity
JR Simplot | SDBA | T. Rowe Price with Schwab PCRA (limit to 25%)
Micron Technologies | SDBA | Fidelity BrokerageLink
Pacificorp. / Rocky Mountai | SDBA | Empower Brokerage Services
Portneuf Medical Center | SDBA | T. Rowe Price with Schwab PCRA
St Luke's Health System | SDBA | Fidelity BrokerageLink
St. Alphsonsus Regional Me | SDBA | Tramsamerica w/ Schwab PCRA
St. Joseph Health System | SDBA | Schwab PCRA
State of Idaho 457 | SDBA | Nationwide with Schwab PCRA
Plan Name | Plan Type | SDBA Provider
AAA Northern California | SDBA | Fidelity BrokerageLink
Adobe Systems | SDBA | TDAmeritrade SDBA
Aerojet | SDBA | Fidelity BrokerageLink
Apple, Inc. | SDBA | Empower Brokerage Services with Schwab PCRA
AT&T | SDBA | Fidelity BrokerageLink (limited to 50%)
Avaya | SDBA | Fidelity BrokerageLink
Biola University | SDBA | TDAmeritrade SDBA
Broadcom | SDBA | Fidelity BrokerageLink
California Emergency Physicians | SDBA | Schwab PCRA
California State University System | SDBA | Fidelity BrokerageLink
CalTech (Jet Propulsion Lab) - VRP | SDBA | TIAA
Cedars-Sinai Medical Center | SDBA | TDAmeritrade SDBA
Chevron | SDBA | Fidelity BrokerageLink (limited to 50%)
Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink
City and County of San Francisco | SDBA | Prudential SDBA
City of Los Angeles 457 | SDBA | Schwab PCRA
City of Oakland | SDBA | TDAmeritrade SDBA
City of San Jose | SDBA | Voya with TDAmeritrade SDBA
City of Santa CLara 457 | SDBA | TDAmeritrade SDBA
Claremont Colleges | SDBA | TIAA SDBA
Clorox | SDBA | TDAmeritrade SDBA
Community Hospital of the Monterey Peninsula (CHOMP) | SDBA | Transamerica with Schwab PCRA
County of Orange, CA 457 | Non-Discretionary | TDAmeritrade SDBA
County of San Diego | SDBA | Schwab PCRA
Dignity Health | SDBA | Fidelity BrokerageLink
East Bay MUD (EBMUD) | SDBA | Fidelity BrokerageLink
Edison International 401k | SDBA | Schwab PCRA
Edwards Lifesciences Corp | SDBA | TDAmeritrade SDBA
Facebook, Inc. | SDBA | Fidelity BrokerageLink
Flextronics International USA, Inc. | SDBA | Fidelity BrokerageLink
Freescale Semiconductor, Inc. | SDBA | Alight (Hewitt) SDBA
Fujitsu | SDBA | TDAmeritrade SDBA
General Atomics | SDBA | TDAmeritrade SDBA
Golden State Foods, Inc. | Non-Discretionary | TDAmeritrade SDBA
Google Inc. | SDBA | TDAmeritrade SDBA
Group Health Permanente | SDBA | Schwab PCRA
Hewlett-Packard Company | SDBA | Fidelity BrokerageLink
Honda Motor Co. | SDBA | Fidelity BrokerageLink
Hyundai Motors USA | Non-Discretionary | Fidelity BrokerageLink
Intel (401k only) | SDBA | Fidelity BrokerageLink
Intuit, Inc. | SDBA | Schwab PCRA
John Muir Health | SDBA | TDAmeritrade SDBA
Kaiser Permanente (Nurses & Staff) | SDBA | TDAmeritrade SDBA
Kaiser Permanente (Physicians & Management) | SDBA | Fidelity BrokerageLink & Schwab PCRA
KLA-Tencor | SDBA | Fidelity BrokerageLink
Lam Research | SDBA | Fidelity BrokerageLink
Lawrence Livermore Labs (LLNS) | SDBA | Fidelity BrokerageLink
Lockheed Martin Corporation | SDBA | TDAmeritrade SDBA
Loyola Marymount University | SDBA | Schwab PCRA
McKesson Corporation | SDBA | Fidelity BrokerageLink
Netflix, Inc. | SDBA | Fidelity BrokerageLink
Northrop Grumman Corporation | SDBA | Fidelity BrokerageLink
Oracle Corporation | SDBA | Fidelity BrokerageLink
PG&E (Pacific Gas & Electric) | SDBA | Fidelity BrokerageLink
Qualcomm 401k | SDBA | Fidelity BrokerageLink
Roche & Genentech, Inc. | SDBA | Fidelity BrokerageLink
SalesForce | SDBA | Fidelity BrokerageLink
Sanmina | SDBA | Fidelity BrokerageLink
Scripps Research Institute | SDBA | Fidelity BrokerageLink
Sempra Energy (SoCal Gas & San Diego Gas & Energy) | SDBA | Schwab PCRA
Shriners Hospital | SDBA | Schwab PCRA
Solar Turbines Incorporated | SDBA | Alight (Hewitt) SDBA
Sony Pictures Entertainment | SDBA | Schwab PCRA
Southern California Edison | SDBA | Schwab PCRA
Southern California Permanente (Kaiser SoCal) | SDBA | Schwab PCRA (Physicians); TDAmeritrade SDBA for everyone else
So. California Permanente Medical Group | SDBA | Schwab PCRA
St. Joseph Health Orange County | SDBA | Fidelity BrokerageLink
St. Jude Medical, Inc. | SDBA | Fidelity BrokerageLink
Stanford Hospital and Clinics | SDBA | Schwab PCRA
Stanford University | SDBA | Fidelity BrokerageLink
State of California - CA Savings Plus Program 401k and 457 | SDBA | Schwab PCRA
GTakeda Pharmaceuticals North America, Inc. | SDBA | Fidelity BrokerageLink
Union Bank | SDBA | Prudential SDBA
University of California Retirement System(457, 403b & DCP) | SDBA | Fidelity BrokerageLink
University of San Diego | SDBA | TIAA SDBA
University of Southern California Retirement Savings Program | SDBA | Fidelity BrokerageLink; TIAA SDBA; TDAmeritrade SDBA (for Vanguard)
Viasat | SDBA | Empower Brokerage Services
Visa Inc. | SDBA | Fidelity BrokerageLink
VMWare | SDBA | Fidelity BrokerageLink
VSP | SDBA | Prudential SDBA
Warner Brothers Entertainment | SDBA | Fidelity BrokerageLink
Western Digital | SDBA | Schwab PCRA
Plan Name | Plan Type | SDBA Provider
Adventist Healthcare Retire | SDBA | Alight (Hewitt) SDBA
Asante Health | SDBA | Schwab PCRA
Fortive Corp (FKA Tektronix | SDBA | Fidelity BrokerageLink
Georgia Pacific | SDBA | Alight (Hewitt) SDBA
Intel (401k only) | SDBA | Fidelity BrokerageLink
Kaiser/Northwest Permane | SDBA | Fidelity BrokerageLink -OR- TDAmeritrade SDBA
Legacy Health System | SDBA | TDAmeritrade SDBA
Mentor Graphics | SDBA | Fidelity BrokerageLink
Multanomah County 457 | SDBA | Voya with TDAmeritrade SDBA
Nike | SDBA | Fidelity BrokerageLink
OHSU | SDBA | Fidelity BrokerageLink
Oregon Health & Science U | SDBA | Fidelity BrokerageLink
Oregon Savings and Growth | SDBA | Voya plan with Schwab PCRA
Oregon University System | Non-Discretionary | Fidelity BrokerageLink
Pacificorp. / Rocky Mountai | SDBA | Empower Brokerage Services
Peacehealth Medical Syste | SDBA | Fidelity BrokerageLink
Portland General Electric | SDBA | Voya plan with TDAmeritrade SDBA
Providence Health & Servic | Non-Discretionary | Fidelity BrokerageLink
Qorvo (FKA TriQuint Semico | SDBA | Fidelity BrokerageLink
Salem Health | SDBA | Fidelity BrokerageLink
Sky Lakes Medical Center | SDBA | Fidelity BrokerageLink
St. Charles Health System | SDBA | Fidelity BrokerageLink
State of Oregon - Oregon Savings GrowthPlan | SDBA | Schwab PCRA
Plan Name | Plan Type | SDBA Provider
Amazon | Non-Discretionary | Fidelity BrokerageLink
Avista | SDBA | Fidelity BrokerageLink
CenturyLink | SDBA | Schwab PCRA
City of Seattle 457 | SDBA | Schwab PCRA
City of Spokane | SDBA | TDAmeritrade SDBA
City of Tacoma | SDBA | TDAmeritrade SDBA
Confluence Health | SDBA | Fidelity BrokerageLink
Expedia | SDBA | Fidelity BrokerageLink
Fred Hutchinson Cancer Res | SDBA | TIAA SDBA
Group Health/Kaiser Perma | SDBA | Fidelity BrokerageLink -OR- TDAmeritrade SDBA
Groupon | SDBA | Fidelity BrokerageLink
Hanford Nuclear - HAMTC (US Dept ofEnergy) | Non-Discretionary | TDAmeritrade SDBA
King County | SDBA | Schwab PCRA
Legacy Health Service | SDBA | Lincoln with TDAmeritrade SDBA
Microsoft | Non-Discretionary | Fidelity BrokerageLink
MultiCare Health System | SDBA | Transamerica with Schwab PCRA
Nordstrom | SDBA | Prudential SDBA
Overlake Hospital | SDBA | Fidelity BrokerageLink
Peacehealth Hospitals | SDBA | Fidelity BrokerageLink
Providence Health & Servic | Non-Discretionary | Fidelity BrokerageLink
Seattle Children's | SDBA | Fidelity BrokerageLink
University of Washington | SDBA | Fidelity BrokerageLink
Virginia Mason | SDBA | Fidelity BrokerageLink
Western Washington University | SDBA | Fidelity BrokerageLink
Plan Name | Plan Type | SDBA Provider
ACCENTURE LLP | SDBA | Alight (Hewitt) SDBA
Adobe Systems | SDBA | TDAmeritrade SDBA
Adventists Health (AHRP) | SDBA | Alight (Hewitt) SDBA
AEGON USA, LLC | SDBA | Schwab PCRA
Air Products and Chemicals, | SDBA | Fidelity BrokerageLink
Alaska Airlines Co. (pilots o | SDBA | Fidelity BrokerageLink
Alcatel-Lucent | SDBA | Alight (Hewitt) SDBA
Alcoa Inc. | SDBA | Schwab PCRA
Allianz of America Corporat | SDBA | Alight (Hewitt) SDBA
Amazon | Non-Discretionary | Fidelity BrokerageLink
America West Holdings Cor | SDBA | Fidelity BrokerageLink
American Airlines | SDBA | Fidelity BrokerageLink
American BAR Association | SDBA | TDAmeritrade SDBA SDBA
AOL Inc. | SDBA | Fidelity BrokerageLink
AON Corporation | SDBA | Alight (Hewitt) SDBA
Apple, Inc. | SDBA | Schwab PCRA
Asante Health | SDBA | Schwab PCRA
AT&T | SDBA | Fidelity BrokerageLink
Atlas Air | SDBA | Fidelity BrokerageLink
Avaya, Inc. | SDBA | Fidelity BrokerageLink
BAE Systems, Inc. | SDBA | Alight (Hewitt) SDBA
Banner Health | SDBA | Fidelity BrokerageLink
Baxter International, Inc. | SDBA | Schwab PCRA
BB&T | SDBA | TDAmeritrade SDBA
Blue Cross/Blue Shield (cert | SDBA | Fidelity BrokerageLink
Booz Allen Hamilton, Inc. | SDBA | TDAmeritrade SDBA
Brown & Brown Insurance | SDBA | Schwab PCRA
Cadence Design Systems, Inc. | SDBA | JP Morgan / CISC
Caterpillar, Inc. | SDBA | Alight (Hewitt) SDBA
CenturyLink/Qwest CommunicationsInternational Inc. | SDBA | Schwab PCRA
Chevron | SDBA | Fidelity BrokerageLink
Chick-Fil-A | SDBA | Fidelity BrokerageLink
Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink
Clorox | SDBA | TDAmeritrade SDBA
Constellation Brands | SDBA | TDAmeritrade SDBA
Continental Airlines, Inc. | SDBA | Alight (Hewitt) SDBA or Schwab PCRA
Danaher Corporation | SDBA | Fidelity BrokerageLink
Deere & Company | SDBA | Fidelity BrokerageLink
Delta Air Lines, Inc. (All Pla | SDBA | Fidelity BrokerageLink
Devon Energy Corporation | SDBA | Fidelity BrokerageLink
DIRECTV | SDBA | TDAmeritrade SDBA
Dow Chemical | SDBA | Fidelity BrokerageLink
Duke Energy Corporation | SDBA | Fidelity BrokerageLink
Eastman Chemical Company | SDBA | Fidelity BrokerageLink
Electronic Arts (EA) Sports | SDBA | Schwab PCRA
Electronic Data Systems, LLC | SDBA | Schwab PCRA
Eli Lilly and Company | SDBA | Alight (Hewitt) SDBA
Energy Future Holdings Cor | SDBA | Fidelity BrokerageLink
Engility Corp | SDBA | TDAmeritrade SDBA
Expedia, Inc. | SDBA | Fidelity BrokerageLink
Fair Isaac | SDBA | Fidelity BrokerageLink
Fluor Corporation | SDBA | Alight (Hewitt) SDBA
Fortive Corporation | SDBA | Fidelity BrokerageLink
Frontier Communications | SDBA | Fidelity BrokerageLink
Fujitsu Management Servic | SDBA | Fidelity BrokerageLink
General Dynamics | SDBA | Fidelity BrokerageLink
General Mills, Inc. | SDBA | Alight (Hewitt) SDBA
Georgia-Pacific | SDBA | Alight (Hewitt) SDBA
Goodrich Corporation | SDBA | Fidelity BrokerageLink
Google Inc. | SDBA | TDAmeritrade SDBA
Grady Memorial Hospital (4 | SDBA | Schwab PCRA
Groupon | SDBA | Fidelity BrokerageLink
H&R Block, Inc. | SDBA | Fidelity BrokerageLink
Harley-Davidson | SDBA | Fidelity BrokerageLink
Harris Corp. | SDBA | Fidelity BrokerageLink
Hewlett-Packard Company | SDBA | Fidelity BrokerageLink
Hilton Hotels | SDBA | Schwab PCRA
Home Depot | SDBA | Schwab PCRA
Home Depot, Inc. | SDBA | Schwab PCRA
Humana, Inc. | SDBA | Schwab PCRA
Ingersol-Rand | SDBA | Fidelity BrokerageLink
Ingram Micro | SDBA | Fidelity BrokerageLink
Interna onal Paper Compan | SDBA | Empower Brokerage Services Brokerage Services
Intuit, Inc. | SDBA | Schwab PCRA
JetBlue | SDBA | Schwab PCRA
Kimberly-Clark Corporation | SDBA | Alight (Hewitt) SDBA
Kinder Morgan | SDBA | Empower Brokerage Services
Koch Industries Inc. | SDBA | Alight (Hewitt) SDBA
Kodak | SDBA | Schwab PCRA
Lam Research | SDBA | Fidelity BrokerageLink
Lawrence Livermore Labs (L | SDBA | Fidelity BrokerageLink
Legacy Health Service | SDBA | TDAmeritrade SDBA
Limited Brands, Inc. | SDBA | Alight (Hewitt) SDBA
LinkedIn Corporation | SDBA | Fidelity BrokerageLink
Lockheed Martin Corporatio | SDBA | TDAmeritrade SDBA
Marathon Petroleum Comp | SDBA | Fidelity BrokerageLink
Mastercard | SDBA | TDAmeritrade SDBA
Mayo Clinic | SDBA | Fidelity BrokerageLink
McKesson Corporation | SDBA | Fidelity BrokerageLink
MedAmerica, Inc. | SDBA | Schwab PCRA
Mednax | SDBA | Fidelity BrokerageLink
Medtronic | SDBA | Fidelity BrokerageLink
Merck | SDBA | Fidelity BrokerageLink
Micron Technologies | SDBA | Fidelity BrokerageLink
Rural Electric Cooperative Association (NRECA - most co-ops) | SDBA | TDAmeritrade SDBA
Nationwide Mutual Insuran | SDBA | Fidelity BrokerageLink
NCR | SDBA | Fidelity BrokerageLink
Nestle USA, Inc. | SDBA | TDAmeritrade SDBA
Netflix, Inc. | SDBA | Fidelity BrokerageLink
Newell- Rubbermaid | Non-Discretionary | Fidelity BrokeageLink
Nike | SDBA | Fidelity BrokerageLink
NOKIA, INC. | SDBA | Fidelity BrokerageLink
Northeast Utilities Service | SDBA | Fidelity BrokerageLink
Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink
Nucor Corporation | SDBA | Fidelity BrokerageLink
NuStar GP, LLC | SDBA | Schwab PCRA
NVIDIA | SDBA | Fidelity BrokerageLink
Office Depot | SDBA | Fidelity BrokerageLink
Oldcastle Materials, Inc. | SDBA | Fidelity BrokerageLink
Oracle Corporation | SDBA | Fidelity BrokerageLink
OrbitalATK | SDBA | Fidelity BrokerageLink
Piedmont Hospital (401k) | SDBA | Fidelity BrokerageLink
Qualcomm 401k | SDBA | Fidelity BrokerageLink
QVC, Inc. | SDBA | Fidelity BrokerageLink
RBC USA Holding Corporatio | SDBA | Fidelity BrokerageLink
Reed Elsevier, Inc. | SDBA | Empower Brokerage Services
Reynolds American, Inc. | SDBA | Fidelity BrokerageLink
Roche & Genentech, Inc. | SDBA | Fidelity BrokerageLink
Sanmina | SDBA | Fidelity BrokerageLink
Sanofi U.S. Inc. | SDBA | Schwab PCRA
SAP America | SDBA | TDAmeritrade SDBA
Schlumberger Technology C | SDBA | Alight (Hewitt) SDBA
Sears, Roebuck and Co. | SDBA | Alight (Hewitt) SDBA
Shell Oil Company | SDBA | Fidelity BrokerageLink
Siemens Corporation | SDBA | Alight (Hewitt) SDBA
Smiths Group Services Corp | SDBA | Fidelity BrokerageLink
Southwest Airlines Co. (Pilo | SDBA | Schwab PCRA
Spirit Airlines (Pilots only) | SDBA | Schwab PCRA
Sprint Nextel Corporation | SDBA | Fidelity BrokerageLink
SRA International, Inc. | SDBA | Fidelity BrokerageLink
State Street Corporation | SDBA | Fidelity BrokerageLink
Taylor Made | SDBA | Schwab PCRA
Teledyne Technologies Inco | SDBA | Fidelity BrokerageLink
Tenet Healthcare Corporati | SDBA | Fidelity BrokerageLink
Teradyne, Inc. & Subsidiarie | SDBA | Fidelity BrokerageLink
Texas Instruments Incorpor | SDBA | Fidelity BrokerageLink
The American National Red | SDBA | Alight (Hewitt) SDBA
The Charles Schwab Corpor | SDBA | Schwab PCRA
The Goodyear Tired & Rubb | SDBA | Schwab PCRA
The Interpublic Group of Co | SDBA | Empower Brokerage Services
The McGraw-Hill Companie | SDBA | Alight (Hewitt) SDBA
The Permanente Medical Gr | SDBA | Fidelity BrokerageLink
The Permanente Northwest | SDBA | Fidelity BrokerageLink
The Progressive Corporation and ItsParticipating Subsidiaries | SDBA | Fidelity BrokerageLink
The Travelers Companies, Inc. | SDBA | Fidelity BrokerageLink
The Williams Companies, Inc. | SDBA | Fidelity BrokerageLink
Time Warner Cable, Inc. | SDBA | Fidelity BrokerageLink
Time Warner, Inc. | SDBA | Fidelity BrokerageLink
Unilever United States, Inc. | SDBA | Fidelity BrokerageLink
United Air Lines, Inc. (all ot | SDBA | Fidelity BrokerageLink
United Air Lines, Inc. (Pilots | SDBA | Schwab PCRA
United Healthcare Group | SDBA | Fidelity BrokerageLink
United Launch Alliance | SDBA | TDAmeritrade SDBA
UPS (most plans) | SDBA | TDAmeritrade SDBA or Fidelity BrokerageLink
US Airways, Inc. | SDBA | Fidelity BrokerageLink
Visa Inc. | SDBA | Fidelity BrokerageLink
VMWare | SDBA | Fidelity BrokerageLink
Whole Foods Market | SDBA | Fidelity BrokerageLink
Workday, Inc. | SDBA | Fidelity BrokerageLink
Xilinx | SDBA | Schwab PCRA