AUMdb

Keweenaw Bay Indian Community 401(k) Plan

Sponsored by Keweenaw Bay Indian Community · EIN 381743340 · Plan #003

Total assets
$31.6M
Net assets
$31.6M
Active participants
558
With balances
535

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan) $73,488
Empower Annuity Insurance Company Recordkeeping fees $63,894
Mrpr Group Pc Accounting $14,000
Empower Advisory Group, Llc Investment management $5,048