AUMdb

Odawa Casino Resort 401(k)plan

Sponsored by Little Traverse Bay Bands Of Odawa · EIN 383376548 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
300
With balances
239

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 Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $13,817
Osaic Wealth Inc Investment advisory (plan), Consulting fees $11,288
Map Retirement Inc Contract administrator $444
Empower Annuity Insurance Company Recordkeeping fees $427
Fsc Securities Corporation Other fees $47