AUMdb

Puyallup Tribal Enterprises, Inc. 401(k) Plan

Sponsored by Puyallup Tribal Enterprises, Inc. · EIN 911476458 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
114
With balances
142

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $11,156
Rbc Capital Markets Corp Investment advisory (participants) $5,031