Swinomish Tribal Community Retirement Savings Plan
Sponsored by Swinomish Tribal Community · EIN 910434170 · Plan #001 · La Conner, WA
- Total assets
- $58.3M
- Net assets
- $58.3M
- Active participants
- 1,069
- With balances
- 1,459
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $32,715 |
| Moss Adams Llp | Accounting | $21,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,637 |