Pala 401(k) Retirement Savings Plan
Sponsored by Pala Band Of Mission Indians · EIN 952863815 · Plan #001
- Total assets
- $72.7M
- Net assets
- $71.3M
- Active participants
- 1,175
- With balances
- 895
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 |
|---|---|---|
| Sage Capital Advisors, Llc CRD 136577 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $152,372 |
| Sage Capital Advisors Llc | Investment advisory (participants), Investment advisory (plan) | $132,648 |