AUMdb

Tohono O'odham Gaming Enterprise Retirement Savings Plan

Sponsored by Tohono O'odham Gaming Enterprise · EIN 860489635 · Plan #002

Total assets
$137M
Net assets
$137M
Active participants
2,875
With balances
3,242

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $308,787
Charles Schwab & Co., Inc Securities brokerage, Securities brokerage commissions $656
National Financial Services Securities brokerage, Securities brokerage commissions $0