Colville Tribal Enterprises Corp. Retirement Plan
Sponsored by Colville Tribal Federal Corporation · EIN 911523072 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 656
- With balances
- 2,997
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 |
|---|---|---|
| Independent Financial Group, Llc CRD 7717 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Financial Group, Llc | Investment advisory (plan) | $13,800 |
| Matrix Trust Company | Custodial (securities) | $12,095 |
| Alpine Summit Cpas | Accounting | $11,750 |