Elk Valley Rancheria 401(k) Profit Sharing Plan & Trust
Sponsored by Elk Valley Rancheria · EIN 680074968 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 198
- With balances
- 230
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 |
|---|---|---|
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $16,785 |
| Osaic Advisory Services, Llc | Investment advisory (participants) | $5,196 |