Tuolumne Me Wuk Tribal Council Retirement 401(k) Plan
Sponsored by Tuolumne Band Of Me Wuk Indians · EIN 770121021 · Plan #005
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 891
- With balances
- 645
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees | $38,521 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $22,497 |
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $20,687 |