AUMdb

Sac & Fox Of The Mississippi In Iowa/Meskwaki Retirement Plan

Sponsored by Sac & Fox Tribe Of The Mississippi In Iowa · EIN 416053373 · Plan #001

Total assets
$24.4M
Net assets
$24.4M
Active participants
491
With balances
459

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Security National Bank Recordkeeping, Investment management, Shareholder servicing fees $16,847
Charles Schwab Trust Bank Shareholder servicing fees, Investment management, Float revenue $4,539
Charles Schwab & Co., Inc. Shareholder servicing fees, Custodial (securities) $0