Collaborative Retirement Trust
Sponsored by Santee Sioux Nation · EIN 470533471 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 286
- With balances
- 104
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 |
|---|---|---|
| Belpointe Asset Management Llc CRD 143440 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Belpointe Asset Management | Investment advisory (plan) | $6,567 |
| Ktrade | Recordkeeping, Recordkeeping fees, Participant loan processing | $5,169 |
| Ktrade | Recordkeeping, Participant loan processing, Direct payment from the plan | $0 |