The Cocopah Indian Tribe 401(k) Retirement Plan And Trust
Sponsored by Cocopah Indian Tribe · EIN 860255690 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 352
- With balances
- 359
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $12,482 |
| Mma Securities, Llc | Investment advisory (plan), Direct payment from the plan | $8,506 |
| United Of Omaha | Participant loan processing, Other fees, Direct payment from the plan | $7,625 |