Upper Skagit Indian Tribe Dba Svcr 401 K Profit Sharing Plan
Sponsored by Upper Skagit Indian Tribe · EIN 911703103 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 288
- With balances
- 328
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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $36,772 |
| Westgate Capital Consultants | Investment advisory (participants) | $31,990 |
| Definiti, Llc | Contract administrator | $16,067 |