AUMdb

Lac Vieux Desert Band Of Lake Superior Chippewa Indians 401(k) Plan

Sponsored by Lac Vieux Desert Band Of Lake Superior Chippewa · EIN 382629283 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
411
With balances
480

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
Sovereign Investment Advisors Llc CRD 149040 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sovereign Investment Advisors Investment advisory (participants) $28,049
Pension Plan Specialists, Pc Recordkeeping, Direct payment from the plan, Other services $15,586
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $8,192