AUMdb

Bristol Bay Native Association 401(k) Plan

Sponsored by Bristol Bay Native Association · EIN 920041473 · Plan #001 · Dillingham, AK

Total assets
$9.0M
Net assets
$9.0M
Active participants
124
With balances
219

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
Alera Investment Advisors, Llc CRD 287906 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alera Investment Advisors Investment advisory (participants) $32,394
John Hancock Life Insurance Company Recordkeeping, Investment management, Other insurance wrap fees $4,616