AUMdb

Three Rivers Casino And Affiliates Deferred Compensation Plan

Sponsored by Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians · EIN 930903782 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
451
With balances
444

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pension Plan Specialists Contract administrator, Other fees, Direct payment from the plan $33,164
Lpl Financial Llc Rpcp Investment advisory (participants) $13,503
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $9,965
Global Retirement Partners Llc Investment advisory (participants) $1,082