AUMdb

Pueblo Of Laguna Commercial Enterprises 401(k) Profit Sharing Plan And Trust

Sponsored by Pueblo Of Laguna · EIN 850138325 · Plan #003

Total assets
$25.5M
Net assets
$25.5M
Active participants
810
With balances
317

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
Bokf, Na Custodial (securities), Soft dollars commissions, Shareholder servicing fees $132,618

Filing history

Plan year Assets Participants Source
01/01/2024 $25.5M 810 ack 20251006101154NAL0009002978001
01/01/2021 $23.2M 811 ack 20250825151109NAL0003940771001
01/01/2020 $21.5M 1,003 ack 20250825152247NAL0007979169001
01/01/2019 $20.0M 1,062 ack 20250825152141NAL0007769297001
01/01/2018 $15.7M 978 ack 20250825152049NAL0015490754001
01/01/2017 $16.4M 1,002 ack 20250825151904NAL0007975041001
01/01/2016 $13.6M 968 ack 20250825151703NAL0013879232001
01/01/2015 $12.3M 926 ack 20250825151313NAL0003941651001
01/01/2014 $12.5M 780 ack 20250825151134NAL0003941043001
01/01/2013 $11.4M 963 ack 20250825151026NAL0007966401001
01/01/2012 $9.8M 1,265 ack 20250825150825NAL0007965841001
01/01/2011 $9.2M 1,758 ack 20250825150928NAL0013994560001