The Mohegan Retirement And 401(k) Plan
Sponsored by The Mohegan Tribe Of Indians Of Connecticut · EIN 061436334 · Plan #001
- Total assets
- $500M
- Net assets
- $500M
- Active participants
- 6,314
- With balances
- 5,202
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $77,075 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $73,212 |
| Strother, John F | Legal, Direct payment from the plan | $11,784 |