AUMdb

Lower Sioux Indian Community 401(k) Retirement Plan & Trust

Sponsored by Lower Sioux Indian Community In The State Of Minnesota · EIN 410991683 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
676
With balances
276

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Custodial (other), Participant loan processing $36,628
Definiti Contract administrator, Recordkeeping, Participant loan processing $20,761
Ameriprise Financial Services Investment advisory (participants), Investment advisory (plan), Investment management $0