Yavapai Prescott Indian Tribe Employee Savings And Retirement Plan
Sponsored by Yavapai Prescott Indian Tribe · EIN 820300206 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 311
- With balances
- 321
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 |
|---|---|---|
| Wealth Rescue Strategies, Inc. CRD 146965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $26,997 |
| Wealth Rescue Strategies, Inc. | Investment advisory (plan), Consulting fees | $25,011 |