AUMdb

Tribe513, Pa 401(k) Retirement Plan

Sponsored by Tribe513, Pa · EIN 203730220 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
630
With balances
322

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
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $34,171
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $21,897
Leafhouse Investment advisory (participants) $7,891