Bristol Bay Native Corporation 401(k) Savings Plan
Sponsored by Bristol Bay Native Corporation · EIN 920042041 · Plan #002
- Total assets
- $480M
- Net assets
- $479M
- Active participants
- 5,397
- With balances
- 8,456
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping, Sub-transfer agency fees, Consulting fees | $417,764 |
| Matrix Trust | Custodial (securities) | $101,650 |
| Ubs Financial Services Inc. | Investment advisory (participants), Investment advisory (plan) | $45,000 |
| Moss Adams | Accounting | $44,346 |