AUMdb

Fairbanks Native Association Profit Sharing Plan

Sponsored by Fairbanks Native Association, Inc. · EIN 920037488 · Plan #001

Total assets
$11.4M
Net assets
$11.4M
Active participants
179
With balances
261

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Elliott Cove Capital Management Llc CRD 123636 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Elliot Cove Capital Management Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $51,245
Retirement Plan Consultants Recordkeeping, Consulting (general), Distribution (12b-1) fees $30,154