The Colorado River Indian Tribes Retirement Plan And Trust
Sponsored by Colorado River Indian Tribes · EIN 860092226 · Plan #002
- Total assets
- $30.4M
- Net assets
- $30.4M
- Active participants
- 729
- With balances
- 1,071
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $66,009 |
| Interocean Capital | Investment advisory (plan) | $59,012 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| M.S. Howells & Co | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |