AUMdb

Mbci Tribal Government Enterprise 401(k) Plan

Sponsored by Mississippi Band Of Choctaw Indians · EIN 640345731 · Plan #002

Total assets
$40.7M
Net assets
$40.7M
Active participants
2,450
With balances
2,269

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $200,248
Orenda Retirement Contract administrator, Direct payment from the plan, Other fees $85,229
Harper, Rains, Knight & Company Accounting, Direct payment from the plan $17,500
Morningstar Investment Managament L Investment advisory (participants), Consulting fees $0