AUMdb

Chickasaw Nation Governmental Enterprises 401(k) Plan

Sponsored by Chickasaw Nation · EIN 731374986 · Plan #002

Total assets
$383M
Net assets
$383M
Active participants
8,384
With balances
8,889

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $210,462
Charles Schwab Trust Bank Custodial (securities), Shareholder servicing fees $80,768
Charles Schwab & Co., Inc. Custodial (securities), Shareholder servicing fees $0