Namakagon Management 401(k) Plan
Sponsored by Namakagon Management Llc · EIN 463374621 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 179
- With balances
- 142
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 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameriprise Financial | Investment advisory (plan) | $10,972 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $7,698 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |