Tribal Casino Gaming Enterprise Retirement Plan
Sponsored by Tribal Casino Gaming Enterprise · EIN 561972062 · Plan #003
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 392
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial | $168,889 |
| Key Bank | Contract administrator, Custodial (securities), Other fees | $27,847 |
| Forvis Mazars, Llp | Accounting | $9,000 |
| Usi Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $0 |