The Lumbee Tribe Of Nc 401(k) Plan
Sponsored by The Lumbee Tribe Of North Carolina · EIN 841704531 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 155
- With balances
- 180
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $25,023 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $14,527 |
| Qrps, Inc. | Contract administrator | $5,000 |
| Empower Advisory Group, Llc | Investment management | $1,941 |
| Morningstar Inc | Other fees | $1,157 |