Spirit Lake Tribe 401(k) Plan
Sponsored by Spirit Lake Tribe · EIN 450314494 · Plan #002
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 455
- With balances
- 1,188
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 |
|---|---|---|
| Wealth Plus Of The Dakotas, Inc. CRD 287536 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Futureplan By Ascensus Gldlf | Plan administrator | $77,584 |
| Wealth Plus Of The Dakotas,Inc | Investment advisory (participants) | $48,795 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $34,901 |
| Wilshire Associates Inc(usa) | Investment advisory (participants) | $2,788 |