Cowlitz Indian Tribe 401 K Plan
Sponsored by Cowlitz Indian Tribe · EIN 911265477 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 342
- With balances
- 498
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kiley Juergens Wealth Management, Llc CRD 151088 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kiley Juergens Wealth Management Ll | Investment advisory (plan) | $40,241 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $38,295 |
| Professional Benefit Services, Inc | Contract administrator | $22,195 |