AUMdb

Ho Chunk Nation 401(k) Plan & Trust

Sponsored by Ho Chunk Nation · EIN 391140880 · Plan #001

Total assets
$85.6M
Net assets
$85.5M
Active participants
2,392
With balances
2,191

Plan year beginning 07/01/2024 · 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
Newport Group, Inc. Claims processing, Recordkeeping, Participant loan processing $135,360
Nfp Retirement, Inc. Investment advisory (plan), Other investment fees and expenses $64,967